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Can Europe's Economy Handle Russian Sanctions? | Frances Coppola
Forward Guidance
The Fed's Response to the Pandemic
I'm personally of the opinion that we are going to see higher inflation and for a longer period of time. The kind of supply disruptions that ought to be calming down now are not going to calm down now because of the disruptions to supply caused by Ukraine's actions. So therefore, maybe the central bank should be dovish. But on the other hand, you have these huge inflationary problems that yes, they are mostly supply chain driven. Just because there's supply chain driven doesn't mean it's not inflation. I think the US needs to raise rate. The Fed needs to raise rates. How much it needs to raise than why is an interesting question? What the amount is priced in
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