Tag
#New York Fed
Logistics costs hit four-year high as Fed faces supply shock
Logistics costs are back at a four-year high, reviving supply-driven inflation risks that make the Fed’s rate call harder.
US consumer spending squeeze grows as tax refunds fade
US consumer spending squeeze is set to deepen as tax refunds run out, gas stays above $4.50 a gallon and lower-income households lean on credit.
Perli says Fed rate control can absorb lower reserves
Fed reserve demand is back in focus after Roberto Perli said the New York Fed can keep rates on target even as reserves drift lower and cuts recede.
US consumers keep spending as gas and inflation bite
Higher gasoline prices and 3.8 per cent inflation are darkening consumer sentiment, but April spending data show affluent households are still keeping US growth alive.
Student-loan defaults are now a consumer-credit story
Student loan defaults jumped again in 2026, pulling 3.6 million borrowers into default over two quarters and raising fresh risks for credit and spending.
Former Fed officials tell Warsh balance-sheet size is the wrong target
Former Fed officials say Kevin Warsh's real test is whether the Fed can keep reserves, repo markets and policy transmission stable while rates stay higher for longer.
Hot inflation revives Fed hike bets and lifts yields
Fed funds futures are pricing a 2026 rate increase after April CPI and PPI ran hot, pushing Treasury yields higher and testing the Fed's hold message.
U.S. factory output rises 0.6% as autos, AI lift production
U.S. manufacturing output rose 0.6 per cent in April as motor vehicles and AI-linked demand drove production higher, but New York Fed data showed delivery times lengthening and price pressures accelerating.
Consumer debt 2026: homeowners hold up as renter strain grows
Consumer debt reached $18.794 trillion in Q1 2026, but renters are showing more strain than homeowners as card balances and housing stress build.
Student loan defaults 2026: 3.6M borrowers enter default
Student loan defaults: 3.6M federal borrowers entered default as pandemic protections unwind. Credit scores dropped 91 points, NY Fed data show.
