Monday Minutes with Greg Faranello, CFA | September 26, 2022
“Since the Jackson Hole confab the message from Chair Powell and the committee has been uniformly hawkish. But this story is much bigger than just the Fed. This week we discuss the current Fed themes, the global interest rate paradigm shift, and the importance of liquidity. The Fed needs financial conditions to remain tight, but the recent tightening is occurring very aggressively. PCE, Michigan and short end Treasury supply ahead this week.”
Listen to Monday Minutes with Gregory Faranello, CFA–Head of U.S. Rates at AmeriVet Securities