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MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.”
Macro Voices
Is the Fed Really Tightening?
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Real rates have traveled a long time higher from like minus 2% to positive one, positive one and a half percent. That's looking for several years out. And in terms of how it is looking on monthly basis, it's extremely high rate. So what I see is you suck dollars out of the system, there will be not enough money to pay for stuff. But that actually very neatly takes me into crude oil thesis if you would like to vote it now. Let's do it.
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