A**K
发帖数: 1 | 1 Here’s a look at what economists are saying ahead of the conclusion of the
Fed meeting:
Ian Shepherdson, Chief Economist, Pantheon Macroeconomics: “Our take on all
this is that the Fed’s leadership should have pushed back against the idea
that a string of 50bp hikes is coming. They know very well that inflation
is going to fall sharply over the next few months, so an alternative
approach would have been to face down the hawks and tighten by only 25bp per
meeting, thereby running less risk of scaring markets. It’s hard to fathom
just why the March projections were effectively cast aside so quickly; the
inflation big picture has not changed meaningfully since that meeting.”
Stephen Stanley, Chief Economist, Amherst Pierpont Securities: “The Fed has
entirely lost control of the narrative this year and is quite obviously
scrambling to correct a gross mistake that it made in 2021. With the FOMC
statement and Powell’s press conference on Wednesday, the Fed has an
opportunity to take control of the discussion again by laying out a game
plan that it can sell to financial market participants and the public as
plausible and likely to be successful.”
Gus Faucher, Chief Economist, PNC Financial: The FOMC has a difficult task
ahead. Their hope is to raise interest rates by enough to slow economic
growth and reduce inflationary pressures, but not by so much as to cause a
recession—an outright contraction in the U.S. economy. That task has only
gotten more difficult with the Russian invasion of Ukraine, which has added
to U.S. inflation, but is also likely to weigh on U.S. growth, through
higher energy prices and a weaker European economy. The most likely outcome
over the next couple of years is still expansion, albeit weaker in 2023 and
then again in 2024. But the risks of a Fed misstep have increased, and it
may even be that the only way the central bank can slow inflation is to
engineer a (hopefully) mild recession. With current solid fundamentals, in
particular a very strong labor market, if a recession does come it would
likely not be until 2023 or even 2024."
Joseph Lavorgna, Chief Economist for the Americas, Natixis: “Investors are
assuming the Fed hikes a full 300 bps in this cycle and then some. This is
in addition to balance sheet runoff which could begin as soon as this month
and total upwards of $900 billion by next March. Quantitative tightening, as
it is known, could be the equivalent of nearly 100 bps of additional
interest rate hikes. It is no wonder that many investors are fretting
recession. They should.” | B***i
发帖数: 1208 | 2 加0.5%是板上订钉的，能加0.75%算鲍鱼有蛋蛋。问题是鲍鱼有蛋蛋吗？
the
all
idea
per
fathom
the
【在 A**K 的大作中提到】
: Here’s a look at what economists are saying ahead of the conclusion of the
: Fed meeting:
: Ian Shepherdson, Chief Economist, Pantheon Macroeconomics: “Our take on all
: this is that the Fed’s leadership should have pushed back against the idea
: that a string of 50bp hikes is coming. They know very well that inflation
: is going to fall sharply over the next few months, so an alternative
: approach would have been to face down the hawks and tighten by only 25bp per
: meeting, thereby running less risk of scaring markets. It’s hard to fathom
: just why the March projections were effectively cast aside so quickly; the
: inflation big picture has not changed meaningfully since that meeting.”
| g******6
发帖数: 942 | 3 没有
加0.5%是板上订钉的，能加0.75%算鲍鱼有蛋蛋。问题是鲍鱼有蛋蛋吗？
【在 B***i 的大作中提到】
: 加0.5%是板上订钉的，能加0.75%算鲍鱼有蛋蛋。问题是鲍鱼有蛋蛋吗？
:
: the
: all
: idea
: per
: fathom
: the
|
|
