A**K
发帖数: 1 | 1 Joseph Lavorgna, Chief Economist for the Americas, Natixis: “Investors are
assuming the Fed hikes a full 300 bps in this cycle and then some. This is
in addition to balance sheet runoff which could begin as soon as this month
and total upwards of $900 billion by next March. Quantitative tightening, as
it is known, could be the equivalent of nearly 100 bps of additional
interest rate hikes. It is no wonder that many investors are fretting
recession. They should.” |
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