MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.”
Macro Voices
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Is the Fed's Tightening Cycle Going to Affect the Economy?
Alex Castellanos: We don't know what's going to happen. I think that Fred will taper off their tightening whenever they do. But can I see that beyond five year horizon, maybe the structural inflationary things that you are talking about of a well may come back and start hiking again? And in five years you will have no risk once they're rolled off, right? So you'll start the new game again.
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