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Powell Remains Hawkish, "Premature To Think About Pausing" | Weekly Round Up

Supply Shock

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The End of the Fed Put

Mark O'Mara: I remember around the absolute bottom of 2020, right? This was like April, May time frame when everyone was panicking and saying that the world was going to end. So in Dan, this was right after the Fed basically came out and they released that basically they said there's no limit to what we'll do. It was the American equivalent of whatever it takes. And so these people say, yeah, the economy has been resilient. But a lot of people who are not really that resilient either," he says. "The fundamentals matter in the long term, but they do not matter in the short term"

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