Lorie Logan, President of the Federal Reserve Bank of Dallas, will address the 2025 BEAR Conference focused on central bank balance sheets. The conference will include a question and answer session following her presentation.
Lorie is set to speak at the 2025 BEAR Conference, where she will cover central bank balance sheets in detail. After her presentation, she will take questions. This gives us a chance to learn how she sees policy choices shaping up over the next year.
Her remarks matter given her role in the Federal Reserve system, particularly when it comes to setting interest rates and managing liquidity. When Lorie shares her outlook, it will give us a better sense of what may come next.
Recent statements from her suggest she pays close attention to financial conditions and whether markets are adjusting in ways that align with policy goals. If she expands on this, it could offer insight into how much room there is for further policy moves.
We are watching for any change in tone compared to her previous comments. If she signals concern about inflation pressures picking up again, it may suggest tighter policy for longer. If she focuses more on easing financial strains, the direction could be different.
Beyond Lorie’s speech, the question and answer session could be just as revealing. These exchanges often bring out viewpoints that might not be as clear in prepared remarks. If she is asked about balance sheet adjustments or interest rate path expectations, her responses could shift market expectations quickly.
Heading into this event, understanding past policy discussions helps frame what to focus on. If her comments align with earlier ones from the Federal Reserve, it may reinforce what we already expect. If she departs from prior messaging, traders may have to rethink positioning.
This session may also be the right moment to gauge whether officials see financial conditions as tight enough. Any sign that further measures are in play could be important. If she points to concerns around market stability, it may hint at how soon adjustments would come.
What we take from Lorie’s remarks will matter beyond just this event. If her message matches others in the Federal Reserve, positioning could remain steady. But if she takes a different approach, it could force a shift in market expectations.
