I disagree. The macro environment is good enough that the Fed could easily handle any contraction, provided they focus on forward looking indicators, such as the TIPS spread, or near-realtime indicators such as the ISM purchasing manager numbers.
Now seems like a good time for the Fed to start decreasing interest rates.
I disagree. The macro environment is good enough that the Fed could easily handle any contraction, provided they focus on forward looking indicators, such as the TIPS spread, or near-realtime indicators such as the ISM purchasing manager numbers.
Now seems like a good time for the Fed to start decreasing interest rates.