Welcome to the Machine with Stuart Sopp of Current & Anastasia Amoroso of iCapital
RiskReversal Pod
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Quantitative Tightening: A Game Changer for the Market
The expectation of course was for them to do nothing at the June meeting and to pencil in another 25 basis points rate hikes as pre-commit to July. That's not exactly what happened. The reason why it took initially the market by surprise because now we got 50 basis points of extra increases penciled in for some time the course of the year. And I think without saying it, what he was trying to say is, let's see, I'm gonna keep doing this quantitative tightening.
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