Macrocast: Tightening on the Horizon
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.
Gotham Research Group Joins Ballast Research, Hamilton Place Strategies, Flag Media Analytics, and alva
June 29, 2022