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Fed's pause and curve steepening signal growth
The host argued that the Federal Reserve's decision to hold interest rates steady and move away from forward guidance promotes efficient price discovery and signals constructive long-term economic growth.
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The story so far
- Fed communication shift toward reduced forward guidanceMACRO MUSINGS WITH DAVID BECKWORTH
- Federal Reserve poised to hold interest rates steadyBLOOMBERG SURVEILLANCE
- Fed rate hikes needed to anchor long bond yieldsWEALTHION - BE FINANCIALLY RESILIENT
- Eliminating forward guidance reduces market over-speculationWEALTHION - BE FINANCIALLY RESILIENT
- Federal Reserve rate hike risk underpricedCNBC FAST MONEY
- Fed's pause and reduced guidance steepen yield curveBLOOMBERG SURVEILLANCE
- Fed communication confusion drives curve steepeningBLOOMBERG SURVEILLANCE
- Fed's pause and curve steepening signal growth · THIS IDEATHE DIVIDEND CAFE
- Fed rate pause pressures market interest ratesWSJ WHAT'S NEWS
- Fed shifts to laissez-faire guidance and steeper curveMONETARY MATTERS WITH JACK FARLEY
- Yield curve steepens on Fed inflation doubtsCNBC FAST MONEY
- Fed pauses rate hikes amid internal divisionMARKETPLACE
- Fed funds rate to remain on holdPROF G MARKETS
- Inflation persistence keeps long bond yields highMACROVOICES
- Fed's Warsh keeps rate hikes on the tableBANKLESS
- Fed fights inflation via QT, not rate hikesBANKLESS
- Balance sheet runoff precedes rate hikesTHE DIVIDEND CAFE
- Market tightening may preclude Fed hikesTHE DIVIDEND CAFE
- Fed opacity risks increased market volatilityCNBC FAST MONEY
- Fed credibility questioned on inflation resolveMARKETPLACE
- Long-term bond yields may be near a topFORWARD GUIDANCE
- Warsh using balance sheet to tighten long endFORWARD GUIDANCE
- Fed's new lever: long-end yields over short ratesFORWARD GUIDANCE
- Market steepening yield curve doing Fed's jobBLOOMBERG SURVEILLANCE
- Fed balance sheet expansion equivalent to a rate cutTHE DIVIDEND CAFE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD