
Alfonso Peccatiello (Alf) on Money Printing, US Risks and ECB Surprises
Macro Hive Conversations With Bilal Hafeez
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Do You Think They'll Be Able to Move Forward a P P by the Summer?
Timing wise, when do you think they could first possibly move wiuldt be next 20 23? Or could they even do at the end of this ye end of these year, is very likely. We'll leave them with a bill of time to make the market digest the full tapering of the pep and then we'll enable them to go with the first amd basis point hike by the end of the year. That, say, desenberis, is a life possibility. Interestingly, our future markets are now pricing ten bases point hike by july. I just twitted about it, and it's like carolets, it's quite a stretch.
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