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Federal Reserve Policy: A Public Letter of Concern

Federal Reserve Policy: A Public Letter of Concern
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Municipal bonds see slight weakness, but fundamentals remain solid

Municipal bonds see slight weakness, but fundamentals remain solid
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Jerome Powell: Powell says US entering faster growth

The Federal Reserve will likely scale back its bond purchases before considering raising interest rates, Chairman Jerome Powell said, hardening expectations on the sequence of its eventual exit from aggressive policy support. “We will reach the time at which we will taper asset purchases when we’ve made substantial further progress toward our goals from last December, when we announced that guidance,” Powell said Wednesday in a virtual event hosted by the Economic Club of Washington. “That would in all likelihood be before well before the time we consider raising interest rates. We haven’t voted on that order but that is the sense of the guidance.”

Treasury Yields Rise Slightly Following Key Inflation Data

The Labor Department reported Tuesday that the consumer price index, a core measure of inflation, rose 0.6% in March on the previous month. However, consumer prices jumped 2.6% on the same period last year, the highest year-on-year gain since August 2018 and much higher than the 1.7% growth reported in February. Yields fell following the release of the data, despite market concerns over inflation having driven rates higher over the last few months. Yields were also lower following a strong auction of 30-year bonds, according to a Reuters report. Hugh Gimber, global market strategist at JPMorgan Asset Management, told CNBC s Squawk Box Europe Wednesday that growth and inflation data was now changing from forecast to a fact.

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