2min chapter

Forward Guidance cover image

Nothing Destroys Inflation Like a Recession | Darius Dale

Forward Guidance

CHAPTER

The Fed's Optimism for the Future of Asset Markets

The next couple of Fed meetings, the Fed's probably there's a risk that they're going to go 50 base points. But then from that point forward, you're getting into May and June and July when the growth slowdown is really going to materialize lease according to our models. And so the longer end of the curve is more quick to react to changes in the economy because those changes have a longer lead time than policy maker decision making.

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