Fed – Policymaker’s Projections for the Midpoint of U.S. Interest Rates
Fed – Policymaker’s Projections for the Midpoint of U.S. Interest Rates The Fed forecasts first rate hikes in 2023. Image: Financial Times
Fed – Policymaker’s Projections for the Midpoint of U.S. Interest Rates The Fed forecasts first rate hikes in 2023. Image: Financial Times
Fed – Expectation for the Tapering Timeline Is it time to talk about tapering quantitative easing and rate hikes? Image: Goldman Sachs Global Investment Research
Survey – When Is the Fed Most Likely to Raise Interest Rates? 43% of the respondents in the survey see the Fed lifting off in 2023, with another 39% projecting the first rate hike in 2024 or later. Image: J.P. Morgan
Fed Funds vs. Employment/Population + Inflation This chart suggests the optimal monetary policy, while Fed officials do not anticipate any rate hikes until 2022. Image: Oxford Economics
Is Wall Street Overestimating Fed Rate Cut Odds? For the first time, the probability of a rate cut is above 80%, and the probability of a rate hike is 0%. Image: Bloomberg
Change in Financial Conditions Following Major Geopolitical Events Will the Fed delay rate hikes and balance sheet reduction? Image: Goldman Sachs Global Investment Research
Estimated EPS Impact from a 90bp YoY Increase in Cash Yield Through Interest Income Historically, the S&P 500 tends to do well during Fed hike cycles. Image: BofA US Equity & Quant Strategy