Doing cartwheels behind the scenes at how well the market has taken the Balance Sheet Reduction Plan and announcement. To be likewants this watching paint dry for us. This will be very boring. It is all preannounced. It was all very transparent. There was no surprise in the announcement yesterday. And so, i think we will be watching quantitative tightening in slow motion. I think she is trying to do as little as possible. She introduced tightening in monetary policy, and she was trying to do as little as possible with the dots to keep them as unchanged as they could be in the next 12 months so beyond that they can make the policy changes. The crisis is over. We still have policy levers largely at their emergency crisis determined settings. So lets return on a methodical basis the policy levers to normal so we have the ability to control our economies. Jonathan joining me around the table today is greg peters, Senior Investment officer at pgim, priya misra at td securities, and Colin Ro
I imagine janet yellen is doing cartwheels behind the scenes at how well the market has taken the Balance Sheet Reduction Plan and announcement. The fed wants this to be like watching paint dry for us. This will be very boring. It is all preannounced. It was all very transparent. There was no surprise in the announcement yesterday. And so, i think we will be watching quantitative tightening in slow motion. I think that what she is trying to do is as little as possible. She introduced tightening in monetary policy, and she was trying to do as little as possible with the dots to keep them as unchanged as they could be in the next 12 months so beyond that they can make the policy changes. The crisis is over. We still have policy levers largely at their emergency crisis determined settings. So lets return on a methodical basis the policy levers to normal so we have the ability to control our economies. Jonathan joining me around the table today is greg peters, Senior Investment officer at
Balance sheet is apparently nothing to worry about. I imagine janet yellen is doing cartwheels behind the scenes at how well the market has taken the Balance Sheet Reduction Plan and announcement. The fed wants this to be like watching paint dry for us. This will be very boring. It is all preannounced. It was all very transparent. There was no surprise in the announcement yesterday. And so, i think we will be watching quantitative tightening in slow motion. I think that what she is trying to do is as little as possible. She introduced tightening in monetary policy, and she was trying to do as little as possible with the dots to keep them as unchanged as they could be in the next 12 months so beyond that they can make the policy changes. The crisis is over. We still have policy levers largely at their emergency crisis determined settings. So lets return on a methodical basis the policy levers to normal so we have the ability to control our economies. Jonathan joining me around the table
I imagine janet yellen is doing cartwheels behind the scenes at how well the market has taken the Balance Sheet Reduction Plan and announcement. The fed wants this to be like watching paint dry for us. This will be very boring. It is all preannounced. It was all very transparent. There was no surprise in the announcement yesterday. And so, i think we will be watching quantitative tightening in slow motion. I think that what she is trying to do is as little as possible. She introduced tightening in monetary policy, and she was trying to do as little as possible with the dots to keep them as unchanged as they could be in the next 12 months so beyond that they can make the policy changes. The crisis is over. We still have policy levers largely at their emergency crisis determined settings. So lets return on a methodical basis the policy levers to normal so we have the ability to control our economies. Jonathan joining me around the table today is greg peters, Senior Investment officer at
We have gone through a string of low inflation. I do not think it dissuades the fed from doing what they had planned to do. The fact that inflation is being made out the way this and the decision could be driven by it, i assume that they will not be data dependent. It is going to be employment and other things driven, which is doing very well. The fact that they may not tighten or take immediate measures because of low inflation, that is news. Yellen is getting dovish anyway, but it plays in flat trends and the market has gotten a little short as well. I think this is a fed the has to wait until they see the whites of the eyes of inflation before they raise rates again. I think we have to understand what kind of environment we are and support being in risk assets. Theres a lot of complacency in the risk market and i wonder when the fed actually does raise rates that if that does start to reduce the Balance Sheet if the market does not have to go through some sort of readjustment proces