bullish

Future Fed Policy Conduct: Time to Eradicate the Secular Stagnation Thesis

154 Views29 Apr 2024 14:42
Repricing of the Fed's policy conduct has been major. Adjustments could have been reduced if accommodation had been removed earlier. Structurally higher interest rates will impact equity returns.
What is covered in the Full Insight:
  • Future Fed Policy Conduct
  • Hawkish Fed Policy Outlook
  • FOMC's Assessment of Potential GDP Growth
  • Time to Jettison the Secular Stagnation Thesis
  • Implications for Financial Markets of a Higher r*
SUMMARY
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