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This Is What The Fed Will Do | David Woo

The Macro Trading Floor

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Is There a Lag Between the Federal Reserve and Real Economic Growth?

Tighter monetory policy and tighter financial conditions normally take a little be of a while to play into the economy, right? And as the feder reserve started effectively in december last year, one might argue that, coincidentent, lagging indicators haven't yet fully reflected tighter financial conditions. I would even argue that the easing of montre policy during the pedemic has not yet worked through the system yet. So from that point of view, that would call for, you know, definitely higher inflation. i think right now the reality is that there was such excess during the pandemic that what we are seeing right now is like nothing.

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