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5min chapter
Navigating A "Structural Shift" In Markets | Joseph Wang & Martin Pelletier
Forward Guidance
How High Do Rates Need to Go Before Firms Shrink?
How high do rates need to go before the labor market dynamic begins to switch? Or do you think that's an inappropriate question because the Federal Reserve has very little effect on labor demand and it's inflected much more by the secular forces. I'm not sure why central bankers aren't maximizing the impact of their existing rate hikes, he says. He also wonders why no one is talking about fiscal spending as a source of inflation in the US.
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