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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.

On the radar: All five District Bank surveys for the service sector signal big downshift for ISM Non-Manufacturing Index in March

The headline indexes in all five of the District Bank surveys for the service sector took a nosedive in March…

On the radar: Four of five District Bank surveys of manufacturing point sharply lower in March, signal decline for ISM index

The four of the five District Bank surveys for the factory sectors reported starkly reduced activity overall. The exception was…

First Cut: Dallas Fed service sector outlook turns bleak in March

The Dallas Fed's Texas Service Sector Outlook for March mirrored the extraordinary plunge in the numbers in the Texas Manufacturing…

First Cut: Consumer Confidence Index shows consumers rattled by pandemic news in March

The Conference Board's Consumer Confidence Index showed consumers were rattled by news of the spread of COVID-19 in March and…

First Cut: Dallas Fed manufacturing conditions index plunges to series low for March, uncertainty index sky-high

The general business conditions index in the Dallas Fed's Texas Manufacturing Outlook Survey plunged to a series low of -70.0…

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CENTRAL BANK CENTRAL

Information and analysis about Federal Reserve monetary policy and policymakers.

Federal Reserve Securities held outright continue to shrink near quarter end

At the end of the fourth quarter 2018, the unwinding of the Fed’s holdings of Treasurys, Agency MBS, and Agencys…

Comment: The Fed Chair does not set monetary policy. That is done by the FOMC.

The reports late last week that President Trump was looking into ways to fire Federal Reserve Chair Jerome Powell did…

Update – Look Forward: Week of December 24, 2018

Update: The federal government went into partial shutdown on December 22. Congress is out of session for the holiday. Lawmakers…

Look Back: Week of December 17, 2018

The December 17 week was one crowded with economic data releases scheduled before the quiet period between Christmas and New…

First Cut: FOMC Meeting Statement and Summary of Economic Projections

Other than the language associated with the rate hike, the statement from the December 18-19 FOMC meeting was on the…

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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.

Recap: Four of five District Bank surveys of manufacturing pointed downward in December

The headline index in four of the five District Bank surveys of manufacturing pointed in the same direction for December…

On the radar: Advance data on international trade in November in goods showed exports up, imports down; inventories up slightly for retail and wholesale

The advance report on international trade in goods-only put exports up 0.7% after two months of declines, and imports down…

On the radar: Reminder about calendar changes around New Years holiday

Just a reminder that the presence of the New Years holiday on Wednesday is going to disrupt some of the…

On the radar: St. Louis Fed Financial Stress Index at lows not seen since 2017

The St. Louis Fed's Financial Stress Index faded to -1.432 in the week ended December 20 after -1.350 in the…

On the radar: Freddie Mac fixed rates remain stable for third week in a row as of December 26 data

Freddie Mac's weekly report on mortgage interest rates remained steady for fixed rates for a third week in a row,…

UPCOMING ANNOUNCEMENTS

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