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Nothing Destroys Inflation Like a Recession | Darius Dale
Forward Guidance
The Fed's Procyclical Stimulus in the SMB 100
The Fed is going to remain actively engaged in tightening monetary policy for an extended period of time. The only thing that's going to cause them to pivot is financial conditions. Financial conditions become so tight that the obvious conclusion is that inflation is very clearly going to decelerate and decelerate very rapidly. And that in our opinion, this is probably a Q3, Q4 event. How bad do you think things have to get? How wide do credits does it have to get?"
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