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Are We Seeing the Fed’s Lag Effects?

Real Vision: Finance & Investing

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The US Bond Curve, What Does It Tell You Right Now?

A weaker dollar will have an impact on financial conditions, which is basically the US dollar, equity markets, credit spreads, and so on. That's a component of it. If the dollar is going to weaken financial conditions at a time where the Fed is still on a very much still on a hiking path, even if it's going to be 50b points or whatever it is, it's still a lot. In that context, this is something to keep in mind for domestic policy.

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