Already have an account? log in
This article is FREE for you
Create a free account and join institutional investors, analysts and strategists from the world's largest banks
By submitting your email address you agree to receive communication by email
Quiet Please
It's all housing on the data front in the US this week, and with Fed officials in their pre-meeting
OR, subscribe now for unlimited access
By submitting your email address you agree to receive communication by email
By submitting your email address you agree to receive communication by email
It’s futile to guess. Especially since they are likely to have at least one more bullet anyway. As an investor, my time is better spent trying to figure out what is going on in the real economy now. If you somehow manage to get that right, you are ahead of the game.
I hope they do 100 bps, they’ll have very little room to maneuver if they raise less and inflation is still rising. Zelensky’s talking about success by winter but in this very dynamic environment that’s too far away.
The Fed (and even the government) have a lot more tools to deal with a (hopefully) mild recession.