7th May 2024

  • Fed Says More Banks Tightened Loan Standards to Start 2024 (1)

Lenders tightened standards on C&I loans while demand weakened

Banks also got stricter for commercial real estate, consumers

https://blinks.bloomberg.com/news/stories/SD2SVFDWRGG0

  • Citigroup Sees Fed’s Balance-Sheet Runoff Extending Into 2025

Prior estimate was for end-2024, which is Street consensus

Fed likely wants to shrink balance sheet as much as possible

https://blinks.bloomberg.com/news/stories/SD2DLMDWLU68

  • Fed’s Barkin Says Full Impact of High Interest Rates Yet to Come

Optimistic current level of rates will bring inflation to 2%

Richmond Fed chief notes risk of services, housing inflation

https://blinks.bloomberg.com/news/stories/SD2SSZDWX2PS

  • Ken Griffin Still Sees Fed Cuts Ahead, Even If It’s December (1)

Citadel CEO says keeping rates higher for longer was ‘right’

Questions of inflation and rate of decelaration still remain

https://blinks.bloomberg.com/news/stories/SD2U8ODWX2PS

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