The LHMeyer service sits at the nexus between the economic outlook, monetary policy, and rates. In our view, the outlook drives monetary policy, and policy drives rates. It’s as simple as that.
Our independent economists offer policy predictions grounded in unparalleled senior policy experience and proprietary analytical tools. We:
- Analyze market implications to provide actionable insights;
- Offer a coherent framework for understanding policy shifts; and
- Engage clients in an ongoing exchange of ideas.
We do all of this through extensive written commentary and regular client calls. A brief snapshot of the services we provide are below, along with select sample commentary. To learn more and start a free trial of the service, contact us.
Personal Analyst Service
Pre- and Post-FOMC Calls
A cornerstone of our service, we invite clients to join us on individual virtual and in-person calls around every FOMC meeting to present our perspective on upcoming monetary policy and to answer client questions. Many of our clients find this regular exchange of views the mainstay of the LHMeyer service.
Individual and Small Group Access
As a client, you have unlimited access to our team of economists via phone, video, and email. We encourage this, as we can tailor our expertise to your needs. We also host regular small gatherings in Washington, DC and key financial centers.
FOMC and Global Policy Strategy
FOMC Briefing and Meeting Cycle Commentary
A cornerstone of our service, we publish a comprehensive suite of analysis that offers our informed, anticipatory and retrospective views on every stage of the policymaking cycle, including:
- FOMC meeting cycle commentary (outlook context and briefing, minutes previews and analysis, and more);
- weekly Fed communications and incoming data analysis;
- weekly balance sheet policy analysis;
- regular policy prisms, advanced warnings of shifts in the Fed’s monetary policy strategy; and
- Meyer’s Musings, succinct, narrowly targeted commentary from Larry Meyer on near-term policy strategy based on his direct experience participating in Fed policy making at the highest level.
Macro Analysis
Outlook Context and Alternative Scenarios
Each FOMC meeting cycle, we publish our Outlook Context, which assesses the macro drivers of the FOMC’s policy action at the upcoming FOMC meeting and presents our updated projections of key macro variables. When appropriate, we offer alternative scenarios to our baseline projections.