Post by Vijay Boyapati: Great thread. I talk about this same issue with @stephanlivera. One factor that's important is that f...

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Vijay Boyapati @real_vijay · Jan 9, 2022

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Great thread. I talk about this same issue with @stephanlivera. One factor that's important is that fiscal constraints may prevent the Fed tightening much (the debt position is far greater today than in e.g. 1980). They may also need to quickly reverse.

Tweet Jan 9, 2022

1/469 The has been a very fundamental shift at the Federal Reserve. The Fed has flipped decidedly hawkish. Their main worry is not employment, it is inflation. And to fight inflation the Fed has to increase interest rates. Here's a thread about t

by Alex Krüger

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