Williams, Barr, Hammack on the tape around lunchtime.

Waller, Paulson, Musalem tonight. #Fedspeak

Miran Friday afternoon.

Interpreting Fedspeak with Confidence: A LLM-Based Uncertainty-Aware
Framework Guided by Monetary Policy Transmission Paths
Hao Wang, Jinhai Yao et al.
Paper
Details
#MonetaryPolicy #Fedspeak #LLMFramework

What are the main events for today? It's going to be kind of a synthetic Sunday today as we don't have anything on the agenda. The main event of the week is the US CPI report tomorrow, so we might see the market either consolidating ahead of the release or keep following the trend set by the dovish Fedspeak. Over the weekend, we had Fed's Bowman supporting three rate cuts by year-end and she even added that more weakness in the labour market could call for a bigger rate cut. The recent Fedspeak suggests that a rate cut in September might be unavoidable, we might need very hot inflation data to change their mind (and of course a good NFP report in September). They don't have the guts to look through some labour market weakness at this point. Therefore, the CPI tomorrow might need to come in higher than expected to change the market pricing and then it will be a matter of focusing on Fedspeak and Powell's speech at the Jackson Hole Symposium to see whether they are still on board for a cut in September. This article was written by Giuseppe Dellamotta at investinglive.com.

| etsy.me/3RHihSQ | ctrendfx.com #USCPI #Fedspeak #RateCuts #Inflation #MarketTrends

What are the main events for today? As it's usually the case for Mondays, we have a pretty empty calendar today. The only highlight is the Swiss CPI report which is expected at 0.1% Y/Y. The data won't matter much though as the SNB is not going to cut (unless we get big deviations for a few months) and it's definitely not going to hike. We will also get the Swiss Manufacturing PMI which rebounded to the highest level in two years last month, but might pull back in the next releases due to the recent higher US tariffs. Other than that, we don't have anything else market-moving (unless we get some unscheduled event). This week the focus will be on Fedspeak, the US ISM Services PMI and the US Jobless Claims data. This article was written by Giuseppe Dellamotta at investinglive.com.

| etsy.me/3RHihSQ | ctrendfx.com #SwissCPI #PMI #EconomicData #JoblessClaims #Fedspeak

Richmond Fed and a handful of Fed speakers on the agenda The US dollar has bounced back today and that's led to a give-back of some of yesterday's "sell America" trade. I don't see any game-changers on the economic calendar today as the main highlight is another economic sentiment survey; this time the Richmond Fed manufacturing survey. These have clearly deteriorated as we saw with Empire last week but the market wants to see some hard data showing what's happening to the economy, particularly employment. The other front to watch is Fedspeak with Jefferson (9 am ET), Harker (9:30 am ET), Kashkari (1:40 pm ET), Barkin (2:30 pm ET) and Kugler (6 pm ET). So far there has been a strong consensus that the Fed needs to wait on tariff policy and get inflation lower before cutting rates. This article was written by Adam Button at www.forexlive.com.

| etsy.me/3RHihSQ | ctrendfx.com #RichmondFed #Fedspeak #USEconomy #Inflation #Forex

What are the main events for today? Today is going to be a pretty dull day in terms of data releases as we just have the Canadian Retail Sales on the agenda. We will also have some Fedspeak now that the blackout period is over. Central bank speakers: * 12:30 GMT/08:30 ET - Fed's Goolsbee (neutral - voter) * 13:05 GMT/09:05 ET - Fed's Williams (neutral - voter) This article was written by Giuseppe Dellamotta at www.forexlive.com.

| ctrendfx.com | bit.ly/CTrendFX1 #Economy #ForexMarket #RetailSales #Fedspeak #CentralBank

This is the only way I'd want to ever use an LLM.
#WellDone

#ProductivitySpeak
#FedSpeak
#NeutralSpeak
#Jargon

Bloomberg Economics #Fedspeak Index ticked up 0.30 points on #Powell ’s moderately hawkish presser. One of the most hawkish scores for a post meeting press conference in quite some time

*POWELL: NEED REAL PROGRESS ON INFLATION OR WEAK JOB MKT TO CUT
#fedspeak

Pretty hawkish statement. Looking to see how Powell moves the needle #fedspeak

As long as they're singing "Space Age Love Song" we're good. @actioneconomics notes the "Flock of Doves" pumping out #fedspeak later today.

Richard Fisher's speech today is titled "Monetary Policy and the Maginot Line." I'm making popcorn. #quotable #fedspeak