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  1. FT Alphaville

    August 26, 2014

    The (early) Lunch Wrap

    Good morning New York, FT ALPHAVILLE Barclays’ boys club: Barclays was the title sponsor of last week’s US PGA Tour...

  2. August 25, 2014

    James Bullard says Fed will need to alter guidance

    The US Federal Reserve will soon need to modify its policy statement as the economy improves and asset purchases end, said...

  1. Gavyn Davies

    July 23, 2014

    Another false alarm on US inflation?

    There have been a few false alarms about a possible upsurge in inflation in the US in the past few years, even as core...

  2. April 13, 2014

    Fed policy maker warns on low rates stance

    The US Federal Reserve’s plan to keep interest rates low even once the economy is back to normal could risk a policy...

  3. FT Alphaville

    February 28, 2014

    Part-time problems

    Anyone who has tried to work out the extent of US labour market slack has risked getting lost in a thicket of detailed...

  4. FT Alphaville

    February 21, 2014

    Fed flying blind

    Given the release of the 2008 FOMC transcripts, the St Louis Fed has shrewdly tweeted a speech from last year by its...

  5. FT Alphaville

    February 19, 2014

    How to better understand labour force participation, eventually

    It’s a big day for Fed-watchers, with the FOMC minutes to the January meeting just out and Fed speeches by three district...

  6. FT Alphaville

    November 26, 2013

    Further reading

    Elsewhere on Tuesday, - The Kalecki equation: a brief follow-up. - The impossible trinity, yet again. - The James Bullard...

  7. November 1, 2013

    US manufacturing data support case for earlier Fed taper

    US manufacturing grew more rapidly than expected last month, offering ammunition to economists betting that the Federal...

  8. September 23, 2013

    US budget stalemate looms as big hurdle

    After the market’s monetary misstep, the fiscal fretting. After the Merkel triumph, the return of the troika. Last week’s...

  9. September 20, 2013

    Senior Fed official weighs October taper if economic data improve

    The US Federal Reserve could begin to reduce its asset purchases as early as October if economic data improve, a senior Fed...

  10. August 23, 2013

    Jackson Hole: Fed urged to keep buying mortgage-backed securities

    The US Federal Reserve should keep buying mortgage-backed securities even as it sells Treasury bonds, two leading academics...

  11. FT Alphaville

    July 31, 2013

    FOMC statement, 31 July 2013

    The tweet-length translation of Wednesday’s FOMC statement: “Sorry, but we’re saving any juicy taper-hint deets for the...

  12. FT Alphaville

    June 21, 2013

    State-contingent policy works best when you know the states on which policy is contingent

    James Bullard weighed in this morning explaining his dissent to the FOMC statement on Wednesday, and now he has expanded on...

  13. June 21, 2013

    Bernanke decision ‘inappropriately timed’, says St Louis Fed

    Ben Bernanke’s decision to offer a path to the winding down of the Fed’s asset purchases was timed “inappropriately”, the...

  14. FT Alphaville

    June 19, 2013

    FOMC statement, 19 June 2013

    The statement is below, plus click here to see the new economic projections — and another reminder that we’ll be hosting a...

  15. February 18, 2013

    Fears at Fed of rate payouts to banks

    US Federal Reserve officials fear a backlash from paying billions of dollars to commercial banks when the time comes to...

  16. February 1, 2013

    US seen to plod along despite data clash

    It is quite a conundrum: according to the two most important bits of data on the US economy, it was simultaneously shrinking...

  17. FT Alphaville

    January 29, 2013

    FOMC preview

    Some of this meeting’s thunder was stolen by the last meeting, when the Fed moved to the Evans Rule sooner than had been...

  18. September 2, 2012

    Jackson Hole debate informs Fed decision

    Officials of the US Federal Reserve will meet in Washington in 10 days to make a decision on monetary policy after a Jackson...

  19. Money Supply

    August 31, 2012

    Jackson Hole Paper 3 - Woodford on the Zero Lower Bound

    This should be interesting. Michael Woodford – probably the world’s pre-eminent monetary policy theorist – is delivering his...

  20. August 26, 2012

    Economic Outlook: Bernanke speech awaited

    The Jackson Hole symposium of central bankers in the US will be the main economic event of the week, and could set the tone...

  21. August 24, 2012

    Euro on back foot after positive week

    The euro ended a mostly positive week on the back foot as a renewed sense of uncertainty permeated foreign exchange markets....

  22. FT Alphaville

    August 24, 2012

    Further reading

    Elsewhere on Friday, - On experiences versus possessions. - When I saw the Bain Files released by Gawker. - The IMF on the...

  23. June 6, 2012

    Fed officials look to easing option

    The US can and should consider easing monetary policy again if risks to the economy materialise, said senior Federal Reserve...

  24. FT Alphaville

    May 16, 2012

    Discuss among yourselves, inflation trend path comparison edition

    A chart from Market Monetarist: And one from James Bullard (that’s US PCE below): Caveats related to commodity prices, the...

  25. March 23, 2012

    China demand fears weigh on Aussie

    Growth-linked currencies suffered this week amid fears of a slowdown in China and a renewed recession in Europe. The...

  26. Money Supply

    January 20, 2012

    What the FOMC rate forecasts will look like

    I got this one wrong last week by over-interpreting some comments by St Louis Fed president James Bullard. Mea culpa. Today,...

  27. January 16, 2012

    Fed to debate setting goal for inflation

    Ben Bernanke’s quest to make the US Federal Reserve more transparent may be nearing an end as it debates a new statement of...

  28. Money Supply

    January 13, 2012

    What the FOMC's rate projections will look like

    On a call with reporters this morning to discuss his new paper “Death of a Theory” (about which more later), James Bullard,...

  29. January 9, 2012

    Banks and energy revive Asian equities

    Asian stocks overturned early losses as a rally for China and Hong Kong’s banking and energy sectors helped offset weakness...

  30. FT Alphaville

    December 2, 2011

    Fed officials downplay imminent easing

    Two Federal Reserve officials sought to play down market expectations that the central bank will move quickly to provide...

  31. November 17, 2011

    Drop in US borrowers behind on mortgages

    The share of US borrowers behind on their mortgage payments fell last quarter to its lowest third-quarter level since 2008,...

  32. FT Alphaville

    August 26, 2011

    Markets jumpy ahead of Jackson Hole speech

    Asian stocks swung between gains and losses, US futures rose and the dollar retreated from a one-week high against the euro,...

  33. August 26, 2011

    Fed policymaker says QE is ‘most potent weapon’

    Further quantitative easing would be the US Federal Reserve’s most effective tool if it needs to do more to stimulate the US...

  34. August 8, 2011

    Fed forced to consider fresh stimulus

    The US Federal Reserve’s meeting on Tuesday is likely to be one of its most difficult and divisive since, well, last August....

  35. Gavyn Davies

    May 22, 2011

    US inflation expectations are now critical for markets

    Although the US equity market has now fallen slightly for three successive weeks, there has been no real sign yet of any...

  36. April 14, 2011

    Aviva feels strain amid exposure to Spain

    Aviva followed the London market lower on Thursday as analysts raised concerns about its exposure to the Spanish banking...

  37. April 7, 2011

    ECB move set to spark debate on US tightening

    The phrase macroprudential policy does not usually set pulses racing. Least of all in Calgary, the chilly Canadian town. But...

  38. April 3, 2011

    QE2 won. Now what?

    Don’t look now, but QE2 worked. The aggressive second round of quantitative easing unleashed last autumn by the Federal...

Search for James Bullard and