Monetary Policy & Inflation | US
US
Key Points
• The Fed is likely to stick to the current taper schedule, prepare the market for a March hike and hint that QT could start around mid-year.
• Q4 GDP is likely to surprise on the downside mainly due to weak consumption.
Fed
FOMC meeting: I do not expect Chair Powell hawkishness to be noticeably stronger than during his confirmation hearings. I expect the Fed to:
US
Key Points
• The Fed is likely to stick to the current taper schedule, prepare the market for a March hike and hint that QT could start around mid-year.
• Q4 GDP is likely to surprise on the downside mainly due to weak consumption.
Fed
FOMC meeting: I do not expect Chair Powell hawkishness to be noticeably stronger than during his confirmation hearings. I expect the Fed to:
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