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, timely views on every stage of the policymaking cycle, including: the meeting (our call on decisions about the funds rate, balance sheet, and associated strategy), the statement, SEP projections, press conference, minutes, and all other forms of communication. Each of these pieces provides anticipatory and retrospective analysis on every aspect of the FOMC cycle.
Weekly Update
Kevin Burgett publishes weekly insight on all Fed communications and newly released economic data. He analyzes and explains how these developments are filtered through the Federal Reserve system.
Balance Sheet Watch
Derek Tang publishes weekly commentary highlighting key emerging risks and opportunities in Fed balance sheet policy.
Policy Prism
Derek Tang publishes weekly advanced warnings of shifts in the Fed’s monetary policy strategy.
Meyer’s Musings
Larry Meyer regularly offers succinct, narrowly targeted commentary 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.