HPS Insights
Macrocast: Tightening on the Horizon
January 28, 2022
The Fed seems set on significant quantitative tightening in 2022, but the latest Core PCE data suggests inflation could begin to stabilize in the coming months. John Dick joins Tony, John, and Brendan to discuss how much markets are pricing in an expected tightening, and how much work will be left for the Fed to do. Plus, the group breaks down the market impacts of the tensions in Ukraine and considers the trajectory of the Great Resignation.
Produced by Hamilton Place Strategies and Markets Policy Partners, the HPS Macrocast features insight and analysis on the latest macroeconomic trends. Subscribe on Apple Music or Spotify.
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