The Fed blackout is over, so here we go with the talking heads.
- The labor market is in better balance now
- Fed has more data to see before next rate decision, I won't prejudice it
- Fed is focused on seeing inflation come down
- I'd like to think that markets are respond to data
- There's some evidence price setters see declining power, but many still have it
- Really pleased by recent productivity data
- Good chance consumer economics are in a good place
- Office and older office real estate is under pressure
- Rate cuts are still a way off in my mind
- Says he doesn't know if Fed has reached peak of hike cycle
