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Whetstone Analysis commentary will help you stay sharp and up-to-date with the high frequency economic data and developments in Federal Reserve monetary policy.

“Terry gets it right without overstating small stuff. She sees a longer scope than many are capable of and sadly too few appreciate. Additionally, she arranges reports so that one does not feel they have been jumped ahead or need to review for clarity. Finally, she doesn’t ‘guess’, she puts down relevant details rather than trying to connect interestingly but unrelated dots.” — Martin McGuire, Managing Director at TJM Investments, LLC

“Terry brings a solid knowledge of the economic data and Fed history to bear in quickly distilling the essentials for consumption.” — Les Alperstein, President at Washington Analysis

 

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ECONOMIC DATA

High frequency US economic data reports from the Commerce Department, Labor Department, Treasury Department, Federal Reserve Board of Governors, Federal Reserve District Banks, and a variety of closely watched private sources.

First Cut: Durables orders decline in double digits for a second month in a row in April

New orders for durable goods slumped for a second month in a row at down 17.2% in April after down…

First Cut: Second estimate of 1Q GDP revised down, but the story is much the same

The second estimate of real GDP for the first quarter was down 5.0%, a downward revision from down 4.8% in…

First Cut: Initial claims continue to ebb while remaining at unprecedented levels

The unadjusted level of new filings for unemployment benefits declined 266,682 to 1.915 million in the week ended May 23.…

On the radar: Atlanta Fed business uncertainty survey showed increased concerns in May

The Atlanta Fed/Chicago Booth/Stanford University Survey of Business Uncertainty for May showed clearly that escalating uncertainty is driving falling expectations.…

Comment: Fed’s Beige Book reflected increased severity of economic downturn

The Fed’s Beige Book for the period between early April and mid-May had all 12 Districts describing various levels of…

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CENTRAL BANK CENTRAL

Information and analysis about Federal Reserve monetary policy and policymakers.

Comment: Fed’s holdings of securities rise at a slower pace as of Wednesday, May 6

The weekly average holdings of securities by the Federal Reserve rose more slowly in the data as of May 6.…

Comment: Fed’s Senior Loan Officer Survey shows lending standards tightened significantly since prior report

There was a marked change of direction in the Fed’ Senior Loan Officer Opinion Survey on Bank Lending Practices for…

Comment: Fed slows pace of asset purchases in April 29 week while holdings top $5.5 trillion

The Fed's purchases of US Treasurys and Agency MBS slowed in the week ended Wednesday, April 29. Buys of Treasury…

Comment: FOMC issues strongly worded meeting statement on April 29, committed to using full range of tools

From being "prepared to use it full range of tools, the FOMC statement of April 29 said it is "committed"…

Comment: Federal Reserve takes a transparency step; continues to offer temporary changes in some regulation and supervision to help ease strains

In the latter stages of the financial crisis in 2007-2008, the Federal Reserve took some heat for not reporting who…

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ON THE RADAR

Recaps, reminders, and random analysis of data and events that pertain to the US economy and monetary policy.

Look behind at May 18, 2020 week: Fed policy still focused on mitigation, economic data says recession is here

A look behind at the May 18 week suggests that April numbers reflect the steep and sudden downturn as businesses…

On the radar: St. Louis Fed Financial Stress Index essentially unchanged in week ended May 15

The St. Louis Fed's Financial Stress Index for the week ended May 15 was up a negligible 0.005 to 0.617…

On the radar: Weekly rate on Freddie Mac 30-year fixed mortgage hits new record low as of May 21

Freddie Mac reported mortgage interest rates down again in the week as of May 21. The weekly 30-year fixed rate…

Look forward at May 18, 2020: More dispiriting economic data and out-of-date FOMC minutes

A look forward to the May 18 week anticipates another round of dispiriting economic data as the numbers start to…

On the radar: GDP Nowcasts all point to deep contraction in second quarter

The three Fed District Banks that publish a GDP Nowcast are all pointing in the direction of a deep contraction…

UPCOMING ANNOUNCEMENTS

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