The MacroTourist

The MacroTourist

Share this post

The MacroTourist
The MacroTourist
INFLATION EXPECTATIONS NOT FINANCIAL CONDITIONS
Copy link
Facebook
Email
Notes
More

INFLATION EXPECTATIONS NOT FINANCIAL CONDITIONS

The 'tourist examines what's driving Fed policy

Kevin Muir's avatar
Kevin Muir
Jun 11, 2023
∙ Paid
22

Share this post

The MacroTourist
The MacroTourist
INFLATION EXPECTATIONS NOT FINANCIAL CONDITIONS
Copy link
Facebook
Email
Notes
More
6
Share

Well, it’s that time again. The time when market participants work themselves into a later about the level at which the Federal Reserve will set interest rates for the next six weeks. It’s an especially interesting period because for the last ten meetings, the FOMC has raised rates, yet at the current moment, the market expects the Fed to pause and leav…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Kevin Muir
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More