Fiscal Policy

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Trillion-Dollar Federal Deficits Are Best-Case Scenario Going Forward

FMI’s commentary on Trump fiscal and trade policy.

Trump GDP Growth Projections Are High But Not Absurd

FMI’s commentary on the White House budget proposal.

10-Year Bond Yield to Keep Trending Up, 4% by late 2018

FMI’s commentary on the outlook for further substantial increases in long rates

FMI’s review of the latest Weekly UI Claims & Rail Traffic results.

FMI’s review of the latest Weekly UI Claims & Rail Traffic results.

Yellen Likely to Be Reappointed under Clinton or Trump

FMI’s commentary on Janet Yellen’s fate under the next president

And the Winner Is... the Fiscal Status Quo

FMI’s commentary on the likely impact, or lack thereof, of the presidential election on fiscal policy.

Federal Spending Up in ‘16; S&L Provides Bigger GDP Boost

FMI's commentary on federal and state & local fiscal policy.

State & Local Outlook Continues to Firm Near-Term

FMI’s commentary on the key fiscal debates in 2015.

FOMC Now ‘Patient’ -- 1st Rate Hike Still Likely Mid-2015

FMI’s commentary on today’s FOMC post-meeting statement, updated quarterly forecasts and Yellen news conference..

Fed Officials Hint ‘Considerable Time’ Rhetoric Ends Next Week

FMI’s commentary on today’s WSJ story and signs that the FOMC is preparing drop its pledge to delay hiking rates for a “considerable time” pledge.