BLOOMBERG Bloomberg Real Yield July 13, 2024
Be hard to fight. That is putting the fed and a bit of a bind. It creates the risk of a policy mistake. If the data does not get worse. You it creates the risk of a policy mistake. Could have an economy where the second half is bouncing back. The fed is actually going to is actually going to surprise to the downside on the Balance Sheet. Is the market going to see that as the end of qe, quantitative tightening . Cuthe fed playbook is to tight and fast and signal if there is weakness. Jonathan joining me around the table is greg staples, lisa hornby, and ken monahan. Your thoughts on that, can ...