Join us immediately following the Federal Reserve’s June FOMC meeting for timely perspective on Kevin Warsh’s first meeting as Fed Chairman, a potentially pivotal moment for monetary policy and markets.
We’ll examine the Fed’s rate decision, Chairman Warsh’s initial policy signals, and the updated Summary of Economic Projections (SEP) for clues on the path ahead for rates, inflation, growth, and employment.
Key topics will include:
- The Warsh Era: How might new leadership change the U.S. Federal Reserve’s (Fed) approach to communication and market expectations?
- Updated SEP and Dot Plot: What do the latest projections reveal about the expected path for rates, inflation, employment, and economic growth?
- Geopolitics and Energy: What could ongoing geopolitical tensions and swings in energy prices mean for the Fed’s inflation outlook?
- Labor Market Signals: Do recent strong employment data signal green shoots in the labor market?
- Market Implications: What the Fed’s decision, projections, and press conference may mean for rates and portfolio positioning in the months ahead.