Federal Reserve:Meetings/2023 March 22: Difference between revisions

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Economist David Rosenberg<ref>https://www.youtube.com/watch?v=kPWlYMnMA7s</ref>
Economist David Rosenberg<ref>https://www.youtube.com/watch?v=kPWlYMnMA7s</ref>


- FED is probaby will do 25bps as the matket is signaling, but he things this will be a mistake  
- FED is probably will do 25bps as the market is signaling, but he thinks this will be a mistake  


- ECB doing 50 bps could have given the green light to the FED to hike  
- ECB doing 50 bps could have given the green light to the FED to hike  


- This will lead to thighening in lending guidelines, which is problematic for a economy driven by credit  
- This will lead to tightening in lending guidelines, which is problematic for a economy driven by credit  




Bleakley's Peter Boockvar
 
Bleakley's Peter Boockvar <ref>https://www.youtube.com/watch?v=rvnpsJQ0cuw&t=281s</ref>


- FED will do 25bps, but Powell will imply a pause after that  
- FED will do 25bps, but Powell will imply a pause after that