Rubrics Morning Comment 20.12.21 – Rubrics – Asset Management

20th December 2021

Waller Backs March Fed Liftoff, Daly Sees Two or Three ’22 Hikes

U.S. is ‘closing in’ on maximum employment, Waller says

Omicron could add to inflation pressure if constraints worsen

https://blinks.bloomberg.com/news/stories/R49ZQRDWRGG5

Goldman Cuts U.S. GDP Forecast as Biden Economic Agenda in Doubt

Ongoing inflation concerns make it unlikely the bill will pass

Outcome would introduce some risk to March FOMC hike forecast

https://blinks.bloomberg.com/news/stories/R4E4XWDWLU6I

The Bond Market Isn’t Buying Fed’s Sketch of Rate Hike Plans

Long-term yields drop as traders see quick-yet-shallow hikes

Investors wary U.S. economy will falter if rates get too high

https://blinks.bloomberg.com/news/stories/R49JT4DWRGG6

U.S. Economy Loses Fed, Fiscal Props After Powell-Manchin Pivots

Growth headwinds loom from end of monetary, fiscal stimulus

‘Stall’ speed is late-2022 risk scenario, economist Zandi says

https://blinks.bloomberg.com/news/stories/R4EA0VDWRGG0

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