MacroFinancial Analysis
Ken MathenyAnalysis of market-moving economic and policy-related developments consistent with decades of experience in economics and finance, without unnecessary jargon or complications.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 16 | Subscribers | Read | kenmatheny.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Wholesale Changes in Fed Leadership Are Coming
The incoming president of the United States will have an opportunity, subject to Senate confirmation, to implement wholesale changes to leadership at the Federal Reserve. Such changes might have monumental consequences for Fed decision-maki...
Deconstructing the FOMC's decision to cut by 50
A close read of the transcript from yesterday’s press conference, combined with the updates to projections in the Survey of Economic Projections and other factors suggest that the policy discussion at the FOMC was strongly influenced by a c...
FOMC Tees Up a September Rate Cut
Today’s post-policy-meeting statement from the Federal Open Market Committee (FOMC) is intended to signal that a cut in interest rates at the next scheduled policy meeting is highly likely. Specifically, it is intended to signal the high li...
Musalem Stresses Humility, Outlines His Approach to Fed Communication under Uncertainty
In his first public engagement since joining the Federal Reserve as the President of the Federal Reserve Bank of St. Louis, Alberto Musalem struck a cautious posture when assessing the current policy outlook, consistent with an approach to ...
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Authors
The writers behind this newsletter.
Economist passionate about conveying grounded, sensible analysis on central banking (the Federal Reserve, FOMC), financial markets, banking, and general macroeconomics that places risks and uncertainty at the core.
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