YOU WONT BELIEVE: Michael feroli - What They Never Told You

JPMorgan Says Fed Chair Kevin Warsh's Shaky Press Conference Could Force a Rate Hike Before Year-End: 'The Market Didn't Like What It Heard...'

JPMorgan economists criticized Fed Chair Kevin Warsh’s recent FOMC performance, saying a lack of forward guidance and shifting inflation targets created uncertainty and destabilized bond markets.

Benzinga · Aug 4

Let’s get ready to rumble: The next Fed meeting will be a ’family feud’—and that’s exactly what Chairman Kevin Warsh wants

“And the survey says … policy will likely stay on hold for an additional meeting. Hawkish momentum is building, however. We expect two hawkish dissents.”

Fortune · Jul 25

JPMorgan Chase Sees $150B–$200B Refund Risk After Trump Tariff Setback

JPMorgan warns the U.S. could owe up to $200 billion in tariff refunds after the Supreme Court struck down key Trump emergency trade duties.

International Business Times · Feb 22

JPMorgan Now Expects September Fed Cut Instead Of December—Jobless Claims Surge, Trump Nomination Adds New Twist

JPMorgan Chase Co. has moved up its forecast for the first Federal Reserve rate cut to September, abandoning its previous December timeline as labor market data weakens and political dynamics shift within the central bank.

Benzinga · Aug 8, 2025

Despite Trump Pause, Overall US Tariff Rate At Highest In A Century

US President Donald Trump's delay of steeper tariffs may have won brief respite on Wall Street, but analysts say his actions -- which hit China especially hard -- already bring the average US effective tariff rate to its highest in over a century.

International Business Times · Apr 11, 2025

The Wall Street economist who nailed the Fed's 'joyous' rate cut sees the same thing again

"In other contexts, a larger move may convey greater concern about growth, but Powell repeatedly stressed this was basically a joyous cut as ebbing inflation allows the Fed to act to preserve a strong labor market."

Fortune · Sep 21, 2024

Weak jobs report shows 'there’s a strong case' for Fed rate cuts before next meeting, economist says

"From a risk management perspective we think there’s a strong case to act before September 18th."

Fortune · Aug 3, 2024

JP Morgan warns of gloomy job market ahead as the economy 'slips into a recession'

Hopes for a Fed pivot are premature, as Jay Powell has not succeeded yet in anchoring inflation expectations.

Fortune · Jan 5, 2023

US economy seen narrowly averting back-to-back contractions

The U.S. economy may have eked out modest growth in the second quarter, skirting back-to-back quarterly contractions, but rising at a tepid enough pace to feed concerns of an eventual downturn.

Tribune News Service · Jul 27, 2022

Economists sour on US outlook after spending stumbles

An influx of data showing softer consumer spending, sagging sentiment and subdued manufacturing suggest a U.S. economy with a more fragile foundation, prompting several forecasters to lower their estimates for growth.

Tribune News Service · Jun 30, 2022