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Jurrien Timmer: The Trade For A 2023 Recession

The Macro Trading Floor

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Is the Fed Going to Stop Hitting Rates?

Jiren: It's really a good idea to buy the long bond until the Fed is very close to its peak So are we close to peaking at Fed funds? I think what the Fed is I think so. Jiren: If inflation goes down to four and doesn't go down much more than that Uh, that could limit how easy the Fed can get in the next easing cycle. The question for 2023 one of them is that earning species of the puzzle that we talked about earlier But the other one is uh, yes, the Fed will go to five it will stop or you know, maybe it's four and three quarters Maybe it's five and a quarter, but you know

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