Macro Horizons

Reactions to the March 2022 FOMC - High Quality Credit Spreads

Informações:

Sinopse

Dan Krieter and Dan Belton discuss their reactions to the latest FOMC meeting including the strong rally in risk assets after the market priced a more aggressive path of rate hikes and several yield curve tenors inverted. Other topics include Chair Powell’s optimism on the economy, surprises from the SEPs, and balance sheet normalization.