Lowe’s watershed speech
The 2021 Anika speech was used to deliver three key messages to the market: 1/ The outlook for QE is further tapering. 2/ They need CPI near 2.5% before hiking. 3/ The market is wrong in pricing rate hikes in 2022 & 2023.
macro, politics, markets, ambivalence
The 2021 Anika speech was used to deliver three key messages to the market: 1/ The outlook for QE is further tapering. 2/ They need CPI near 2.5% before hiking. 3/ The market is wrong in pricing rate hikes in 2022 & 2023.