No single ticker was named. Rates & bonds ETFs are one way for retail investors to get exposure. Not a recommendation.
Fed communication shift toward reduced forward guidance
The Federal Reserve under new leadership may scale back explicit forward guidance and dot plots to prevent market over-commitment.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.
The story so far
- Fed communication shift toward reduced forward guidance · THIS IDEAMACRO 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 growthTHE 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