Still no signs of tariff-induced price hikes in the latest CPI report. That makes it all the more likely that the @federalreserve.bsky.social holds steady during its monetary policy meeting next week. www.americanbanker.com/news/little-...

Stock and bond markets, while volatile, continued to function during wild trading sessions this month. Given their low levels of liquidity, that outcome was not guaranteed. www.americanbanker.com/news/fed-war...

Investors seem to breathing a sigh of relief after the president said he does not intend to fire the Fed chair and that the ultra-high tariffs against China are only temporary. www.americanbanker.com/news/bank-st...

Honored and excited to be a part of this year's fellowship class this fall @columbiajournalism.bsky.social

We're excited to announce the 2025-26 Knight-Bagehot fellows. Congrats @amandaaronczyk.bsky.social, @bykylecampbell.bsky.social, @aishagani.bsky.social, @esmyjimenez.bsky.social, @mcglinchyreports.bsky.social, @robaeprice.bsky.social Full list and bios at journalism.columbia.edu/2025-knight-...

Federal Reserve officials have been steadfast in defending their ability to set monetary policy independent of the White House. When it comes to their regulatory and supervisory policymaking, they've been quiet, even conciliatory. I dug into why. www.americanbanker.com/news/fed-reg...

Trump's tariff policy could upset both sides of the Federal Reserve's dual mandate, driving up prices and unemployment. Most Fed officials say they don't know how they'd respond to that scenario. Today, one suggested jobs losses would take precedent. www.americanbanker.com/news/feds-wa...

The Fed, FDIC and OCC will move to rescind their 2023 amendment to the Community Reinvestment Act, citing concerns about pending litigation. It is the latest in a growing list of defeats for Biden era bank reg reforms.

As divisive as the CFPB has been in recent years, most agree it is at its best when it is identifying discrimination and making consumers whole. Recent shakeups at the agency have put those functions in jeopardy. www.americanbanker.com/news/cfpb-cl...

The Senate Banking Committee hosts its first markup of the 119th Congress and it's a doozy. @clairewilliams.bsky.social expertly breaks down what is at stake in the debate over the #stablecoin regulation bill known as the GENIUS Act. www.americanbanker.com/news/the-gen...

Michelle Bowman is arguably the biggest inflation hawk on the FOMC, but even she believes the balance of monetary considerations could soon shift to protecting jobs and economic growth. www.americanbanker.com/news/fed-inf...

It’s been a noisy week for economic data and policy. But today’s jobs report sends a clear signal to the Fed. www.americanbanker.com/news/fed-poi...

Bizarrely, today Trump claimed that "Canada doesn’t allow American Banks to do business in Canada," even though 16 U.S. banks are currently operating in Canada. Where he is he getting his information from? Right-wing Twitter? Hallucinations? Nothing? www.reuters.com/business/fin...

What's at stake in the ongoing debate over stablecoin regulation? Quite a bit for the world's biggest bond market. www.americanbanker.com/news/stablec...

Just weeks after Jerome Powell said he could do without a designated regulatory governor on the Fed Board, Congress is telling the administration to hurry up and pick one already. www.americanbanker.com/news/republi...

Republicans on the Senate Banking and House Financial Services committees sent a letter to Treasury Sec Bessent this morning, urging the administration to pick a new vice chair for supervision at the Fed. Story to come.

In the renewed push for stablecoin regulation in Washington, the technology is being billed as a bulwark for Treasury market. But it could also be a new point of vulnerability. www.americanbanker.com/news/stablec...

OCC is the latest bank oversight agency to cut staff in the name of government efficiency. www.americanbanker.com/news/occ-fir...

Interesting speech from Fed Vice Chair Philip Jefferson today about Fed communication and the rise of automated textual analysis. Talked about how tools impact policy transmission and research. Watch this space during this year's policy framework review. www.americanbanker.com/news/fed-vic...

The Fed's top regulator pushed back against allegations that examiners have urged banks to drop conservatives or distance themselves from crypto. @AmerBanker www.americanbanker.com/news/feds-ba...

Last week, we learned that the Fed considers "reputational risk" when determining who has access to its payments systems. This week, Fed Chair Jerome Powell committed to doing away with the concept. Here's what that means for banks and crypto. www.americanbanker.com/news/fed-pol...

Track Fed Chair Jerome Powell's press conference in real time with @johnheltman.bsky.social and me on the American Banker live blog. www.americanbanker.com/live-blog/li...

Will the Fed cut rates in a box? Will they cut them with a fox? Will they cut rates in a house? Will they cut them with a mouse? Find out with @bykylecampbell.bsky.social and me as we live blog the FOMC press conference.

The last day has really driven home that US is no longer a stable international partner. So even if the Dems storm back to power, there’s no reason to believe any international agreement it makes or restores will last more than a few years. Not sure how the world deals with this, tbh

Releasing Fannie Mae and Freddie Mac from conservatorship is a priority for Trump. But why? It's a lot of risk with little political upside. One reason is the potential budgetary benefits (offsetting renewed tax cuts) but making that math work is no simple task www.americanbanker.com/news/gse-pri...

The winds of change in Washington have hit the Federal Reserve. This week the Fed's Board of Governors voted to leave the international climate policy group behind its recent dalliance with climate scenario testing. www.americanbanker.com/news/fed-pul...