Chief Economist @EY @EY-Parthenon President @National Association for Business Economics Previously @OxfordEconomics @IHSMarkit Judo Black Belt Football player & @ManCity Once-a-year triathlete Belgian heart. American mind. Father of 3. Husband of one.
Markets penalize inconsistency, not policy There has been some confusion around the sharp rise in long-term interest rates following Fed Chair Warsh’s press conference… www.linkedin.com/pulse/market...
Markets penalize inconsistency, not policyThere has been some confusion around the sharp rise in long-term interest rates following Fed Chair Warsh’s press conference, with some commentators suggesting that the move in yields reflected Warsh’...www.linkedin.comWarsh Considers Reducing Frequency of Fed Policy Meetings via @colbylsmith.bsky.social and @bencasselman.bsky.social www.nytimes.com/2026/07/31/b...
Warsh Considers Reducing Frequency of Fed Policy MeetingsThe Federal Reserve has met at least eight times a year for decades. Reducing the number of meetings would represent the biggest change by Kevin M. Warsh since he became chairman.www.nytimes.com⚠️ Dallas Fed Pres Logan explains dissent saying "modest action in the near term would reduce the likelihood of needing to take sharper action later" because inflation trending toward mid-2%, sees upside risks & she doesn't see policy as sufficiently restrictive www.dallasfed.org/news/release...
Statement from Dallas Fed President Lorie Logan on FOMC dissentPresident Lorie Logan says inflation does not appear to be on course to sustainably achieve the Federal Open Market Committee’s 2 percent target.www.dallasfed.org⚠️ @minneapolisfed.bsky.social President Kashkari explains his dissent in favor of a 25bps to manage the "risk that high inflation could become entrenched" (which isn't the case today) adding "small policy steps" would prevent the risk of bolder moves later
Minneapolis FedStatement on my #FOMC Dissent A gradual tightening of policy now is preferable to a bolder action later Read President Kashkari's full statement here: https://bit.ly/4w0EHQO #EconSky
The yen surged by more than 3% against the US dollar, marking its biggest jump since December 2023 and stoking speculation that Japanese officials again intervened in the market. www.bloomberg.com/news/article...
🥇Record attendance, outstanding discussions, and a well-deserved NABE Fellow recognition for Dr. Raphael Bostic, former President of the @atlantafed.org ! Grateful to everyone who made this year’s @nabe-econ.bsky.social Foundation Economic Measurement Seminar a success!
👀 Kevin Warsh Wanted a ‘Good Family Fight’ at the Fed. He’s Getting One via @nicktimiraos.bsky.social www.wsj.com/economy/cent...
Great session with @davidmwessel.bsky.social at @nabe-econ.bsky.social Economic Measurement Seminar « The ability to express yourself clearly, both in writing and verbally, is one of the most marketable skills » in the AI era
The July #FOMC meeting is shaping up as unusually enigmatic with #Fed Chair Warsh’s communication void filled by a growing chorus of policymakers defining their own reaction functions. Tariffs, Middle East conflict & AI: policy response needed? what prescription? www.linkedin.com/posts/gregor...
Who is holding the reins? | Gregory DacoThe July #FOMC meeting is shaping up as unusually enigmatic, with Chair Warsh’s communication void filled by a growing chorus of policymakers defining their own reaction functions. Even the announceme...www.linkedin.comA pleasure to join @cnbc.com Fast Money to discuss why I believe the Middle East conflict is a catalyst—not the cause—of higher bond yields. The upward pressure on long-term rates remains structural via @EY_Parthenon @EY_US cnb.cx/4fiYgir
EY-Parthenon Chief Economist Daco on what yield spike says about the U.S. economyEY-Parthenon Chief Economist Gregory Daco joins 'Fast Money' to talk what recent moves in the bond market is signaling.cnb.cx