Macro#368tier 2experimental liveNew

fomc hawkish tone short duration

cadence: Eventdata: lowshort only
paper
2015
Source
Lucca, D.O., Moench, E. (2015). "The Pre-FOMC Announcement Drift." Journal of Finance, 70(1), 329-371. Combined with Hu-Pan-Wang-Zhu (2022) JFE 145.
Read the paper →

What it checks

When a Fed voter (Powell, Williams, Waller, etc.) delivers an unusually hawkish speech, long-duration assets — long Treasuries, REITs, high-multiple growth tech — get hit. Short the basket for 1-2 weeks.

Mechanism

When FOMC voters (chair, vice-chair, governors, regional-bank presidents) deliver speeches with hawkish tone (LM (pos-neg)/total_tokens z <= -1 vs trailing year of FOMC speeches), long-duration assets (long Treasuries, REITs, high-multiple growth tech) sell off as discount rates lift.

No production champion data for this family yet. Stats appear once the discovery pipeline promotes at least one strategy with this family tag, or once a multi-family blend that includes it earns a champion slot.

Signal rule

fed_speeches matching FOMC voter pattern list, tone_score z <= -1.0 / -1.5 vs trailing 365d (T+1) -> SHORT duration-sensitive ticker (TLT, VNQ, REITs, ARKK, TSLA, SNOW, NET, etc.) for 5/10 trading days.

Data dependencies

  • daily_prices

    Adjusted-close OHLCV for every US-listed ticker; primary price feed.

  • fed_speeches

    Worker data table — see services/worker schema.

Expected edge

Paper alpha
-1 to -2% over 5-10d
Paper window
T+1 to T+10d

-1 to -2% over 5-10d on duration-sensitive names post-FOMC hawkish surprise.

Example tickers where this is likely to fire

Illustrative only — the signal fires based on the live data, not a fixed list.

Related families

Explore fomc hawkish tone short duration on alphactor.ai

See which tickers this family is currently firing on, with live signals and rankings.

For informational and educational purposes only. Not financial advice. Learn more