2026-01-30 18:31:00
- Rates are now at neutral rate
- Economy doesn’t need stimulus
- Expects economy to continue growing above trend, boosted by fiscal policy
- Expects inflation to decline to 2% but sees risk it could remain above
- Further cuts only needed if jobs market were to decay or inflation falls
Hawkish stuff from Musalem and the market thinks Warsh is a hawk deep down. Are we slowly going to price out the Fed easing that’s in the market this year?
This article was written by Adam Button at investinglive.com.
