Not Confident
The Fed isn’t yet confident that it has done enough to return inflation to target, but equally not confident that it hasn’t done enough....
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Alex Haseldine
- Mar 10
- 2 min
Slowly, Slowly, Catchee Monkey
Competition for workers has been fierce but it now seems to be cooling down. Perhaps the Fed can afford to be more patient.
Jonathan Wilmot
- Nov 20, 2022
- 3 min
Unsettled
The Fed doesn’t care that much that inflation has probably peaked; the important question is "where will it settle”?
Jonathan Wilmot
- Oct 20, 2022
- 3 min
Perception Gaps
At the global equity market peak last year, financial assets were strongly outperforming the real economy, a state we refer to as bearish...
Jonathan Wilmot
- Oct 13, 2022
- 1 min
The Fed as Bean Counter
The Fed now has an explicit dual mandate (low inflation and full employment). What if we assumed that de facto it has always had a dual...
Jonathan Wilmot
- Jul 23, 2022
- 2 min
Do We Really Need Another Volker Moment?
In this tightening cycle the Fed was late to start and has been playing catch up ever since. Now the market fear is that they will overdo...
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