Kyle Campbell
@bykylecampbell.bsky.social
Banks, housing, regulation. Sometimes I get to ask Jay Powell a question.
Signal: @bykylecampbell.32
Signal: @bykylecampbell.32
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-...
Fed likely to hold steady after muted tariff impact in CPI
The government measure of inflation for May ticked up modestly, adding to the signals that the Federal Reserve is unlikely to move on interest rates when it meets next month.
www.americanbanker.com
June 11, 2025 at 1:05 PM
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...
Fed warns of liquidity strains for stocks and bonds
In its latest financial stability report, the Federal Reserve found that asset prices continue to exceed underlying fundamentals and leverage levels remain high, especially by hedge funds.
www.americanbanker.com
April 25, 2025 at 8:45 PM
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...
Bank stocks rally as Trump soften stances on Powell, China
The president said he had "no intention" of firing the Federal Reserve chair and promised that tariffs against Chinese imports would be lowered "substantially."
www.americanbanker.com
April 23, 2025 at 5:46 PM
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-...
Full list and bios at journalism.columbia.edu/2025-knight-...
The Knight-Bagehot Fellowship Announces the Class of 2025-2026 | Columbia Journalism School
journalism.columbia.edu
April 21, 2025 at 7:02 PM
Honored and excited to be a part of this year's fellowship class this fall @columbiajournalism.bsky.social
Reposted by Kyle Campbell
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-...
Full list and bios at journalism.columbia.edu/2025-knight-...
The Knight-Bagehot Fellowship Announces the Class of 2025-2026 | Columbia Journalism School
journalism.columbia.edu
April 21, 2025 at 4:34 PM
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-...
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...
www.americanbanker.com/news/fed-reg...
Fed regulation, supervision take backseat in independence fight | Kyle Campbell
The independence of the Federal Reserve extends from the Constitution. There has been a long-running debate about how far that grant of independence reaches and, more recently, questions about how far...
www.linkedin.com
April 21, 2025 at 3:58 PM
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...
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...
Fed's Waller willing to 'look through' tariff hike inflation
Federal Reserve Board member Christopher Waller said he would not be deterred from classifying inflation as "transitory" despite the board's recent experience underestimating inflationary pressures.
www.americanbanker.com
April 14, 2025 at 7:22 PM
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.
March 28, 2025 at 4:08 PM
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...
www.americanbanker.com/news/cfpb-cl...
'Not a political issue': Compensation stalls amid CFPB turmoil
In 2023, the Consumer Financial Protection Bureau cited Citibank for discriminating against Armenian Americans. The recent turmoil at the agency raises questions about whether the bureau will be able ...
www.americanbanker.com
March 17, 2025 at 1:23 PM
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...
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...
www.americanbanker.com/news/the-gen...
Banks are pushing back against stablecoin legislation
As the Senate Banking Committee meets to consider landmark stablecoin legislation today, the banking industry is beginning to wake up to what some experts say is an existential threat.
www.americanbanker.com
March 13, 2025 at 2:23 PM
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...
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...
Fed inflation hawk says focus could shift to jobs, growth
Federal Reserve Gov. Michelle Bowman, one of the central bank's more inflation-wary officials, said the balance of risks for monetary policymaking could soon shift.
www.americanbanker.com
March 7, 2025 at 5:07 PM
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...
https://www.americanbanker.com/news/fed-poised-to-hold-rates-steady-after-solid-jobs-report
t.co
March 7, 2025 at 5:06 PM
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...
Reposted by Kyle Campbell
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...
Where he is he getting his information from? Right-wing Twitter? Hallucinations? Nothing?
www.reuters.com/business/fin...
Trump questions fairness of Canada's dealings with American banks
U.S. President Donald Trump claimed on Tuesday that U.S. banks are not allowed to do business in Canada, while their banks operate in the U.S.
www.reuters.com
March 4, 2025 at 5:53 PM
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...
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...
March 3, 2025 at 8:36 PM
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...
www.americanbanker.com/news/republi...
GOP lawmakers urge Trump to pick regulatory chair at Fed
Thirty members of the Senate Banking and House Financial Services committees signed a letter petitioning the administration to name a new vice chair for supervision — and quickly.
www.americanbanker.com
March 3, 2025 at 5:47 PM
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...
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.
March 3, 2025 at 3:59 PM
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...
Will stablecoins bolster the Treasury market or tank it?
With regulatory bills making their way through both houses of Congress, stablecoins could soon play a larger role in the financial system — with important implications for the Treasury market.
www.americanbanker.com
March 3, 2025 at 3:29 PM
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...
www.americanbanker.com/news/occ-fir...
OCC fires 76 as part of Trump's government workforce reduction
The Office of the Comptroller of the Currency is the latest federal banking agency to let go of probationary employees.
www.americanbanker.com
February 21, 2025 at 9:36 PM
OCC is the latest bank oversight agency to cut staff in the name of government efficiency.
www.americanbanker.com/news/occ-fir...
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...
Fed vice chair says approach automated analysis with caution
Federal Reserve Vice Chair Philip Jefferson said clearer Fed communication and better text analysis has made monetary policy transmission more efficient, but noted that the central bank must remain di...
www.americanbanker.com
February 21, 2025 at 7:00 PM
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...
@AmerBanker www.americanbanker.com/news/feds-ba...
Fed's Barr: no evidence of political debanking
The Federal Reserve's top regulator said banks drop customers they see as too risky, and anti-money laundering actions are "just straight-up-the-middle risk management and banking."
www.americanbanker.com
February 18, 2025 at 8:59 PM
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...
@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...
www.americanbanker.com/news/fed-pol...
Master account policy tweak signals Fed shift toward crypto
Federal Reserve Chair Jerome Powell said reserve banks will no longer factor "reputational risk" into master account decisions. The crypto industry is encouraged by the commitment, but says more chang...
www.americanbanker.com
February 14, 2025 at 9:23 PM
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...
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...
January 29, 2025 at 7:19 PM
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...
Reposted by Kyle Campbell
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.
Federal Open Market Committee press conference
The Federal Reserve's monetary policy group is expected to hold rates steady, but the chairman will face a litany of questions about the year ahead and on the inflationary impact of implications of th...
www.americanbanker.com
January 29, 2025 at 7:10 PM
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.
Reposted by Kyle Campbell
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
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
January 21, 2025 at 11:14 AM
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
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...
GSE privatization could help pay for tax cuts, but not easily
Sunsetting the federal oversight of Fannie Mae and Freddie Mac could ease the cost of renewing President Trump's 2017 tax act, but doing so is an uphill battle.
www.americanbanker.com
January 21, 2025 at 9:33 PM
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...