2026-03-06 07:08:00
- Just like the case of undershooting, we can also tolerate a small inflation overshoot
- I haven’t dramatically changed my view on policy outlook
- We are still in a good place
- We have learnt lessons from 2021/22 but comparisons with the current situation are not entirely valid
- Comfortable holding gold reserves at the Fed, confident in the Fed’s swap lines
More to come..
This article was written by Justin Low at investinglive.com.
