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The Fed Will Tighten "As Far As They Can" Into 2023 | Joseph Wang & George Goncalves
Forward Guidance
The Fed's Financial Conditions Have Eased
The supply of cherry security is going forward It's pretty high not just in the us globally. You have a lot of supply in utero zone as well and uh, so And if inflation is structural Because of fewer Um, say labor and energy than you could have inflation stay high as well. So together that's a combination for high rates from from my perspective Yeah, uh, now I want to pivot no pun intended To this excellent chart from from george and fumg just on How he sees the cycleso Uh high inflation limits policy flexibility in black. We had that earlier this year the fed titans and purple We had that in spades real rates surge. That's the real
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