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
(Sign Up to Access)
Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
Unlock all research summaries
Follow top, independent analysts
Receive personalised alerts and emails
Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.