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Fed's Powell sees the light — and turns far more hawkish than expected
Morningstar ^ | 3/17/2022 | Greg Robb

Posted on 03/17/2022 8:20:00 AM PDT by SaxxonWoods

"The March FOMC meeting will go down in history as the one in which the committee saw the light," said Stephen Stanley, chief economist at Amherst Pierpont, a dogged critic last year of the Fed's easy policy stance.

"This is a group that has got some urgency. They may view this as their challenge to sustain the legacy of the central bankers that tamed inflation," said Carl Tannenbaum, chief economist at Northern Trust, in an interview.

For the first time in memory, the Fed has indicated they are prepared to raise rates above the neutral rate of interest.

If the Fed pushes its policy rate to 3%, "I'm not sure the economy is going to be able to well," said Tannenbaum.

The "dot-plot" was far more hawkish than expected. It calls for a total of six more rate hikes following today's 25-basis-point move. The Fed projects rates going to 2.8% in 2023 and staying at that level in 2024.

"This is a huge shift in the monetary policy outlook since December," when the median FOMC view was for only three quarter-point rate hikes in 2022 and three more in 2023, said Scott Anderson, chief economist at Bank of the West.

The very hawkish lean of the Fed raised immediate concerns about a recession.

(Excerpt) Read more at morningstar.com ...


TOPICS: Business/Economy; Government; News/Current Events
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Let the arguing begin, too little too late, too much too soon.

I think economic distortions caused by COVID policies can only be brought back to normalcy by way of a recession. The FED does not have a history of "smooth landings".

Recessions are a normal part of any relatively free economy so start preparing now.

Remember the old saying: "3 steps and a fall" meaning the stock market usually reacts downward upon the 3rd raise in rates.

1 posted on 03/17/2022 8:20:00 AM PDT by SaxxonWoods
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To: SaxxonWoods

The FOMC has seen no light, and has not taken any significant action. With PPI at 10% and CPI at 7.9% this is clearly way too little and way too late. The Fed was still BUYING bonds last month with is easy monetary policy not even neutral. The markets are clearly reacting to the FOMC as a nothing burger.


2 posted on 03/17/2022 8:30:19 AM PDT by rigelkentaurus
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To: SaxxonWoods

Time to consult Andrea Mitchell’s husband.


3 posted on 03/17/2022 8:31:19 AM PDT by Yo-Yo (Is the /sarc tag really necessary?)
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To: SaxxonWoods

I like how they try to frame the FED’s actions as if they are the good guys, when in reality, in all likelihood, it is much more probable that like the Globalists and Establishment politicians and Marxists, they see an opportunity to further along the crash of our capitalist system.

Remember this, if they are in Government, the likelihood is that they are not your friend!


4 posted on 03/17/2022 8:32:38 AM PDT by SoConPubbie (Mitt and Obama: They're the same poison, just a different potency)
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To: SaxxonWoods

What’s odd is that we still aren’t seeing an inflation premium in bond yields.


5 posted on 03/17/2022 8:37:42 AM PDT by Pelham (Q is short for quack )
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To: rigelkentaurus

When congress votes huge deficits, the fed’s choices are recession, inflation, or stagflation.


6 posted on 03/17/2022 8:45:02 AM PDT by Daveinyork
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To: Pelham

“What’s odd is that we still aren’t seeing an inflation premium in bond yields.”

The Bond Market did start moving yields up, and the FED had to follow as always. But I agree that the BM hasn’t moved as much as I expected. 5 days ago the 10yr was at 1.97%, it’s at 2.148% this morning. We’ll see where it goes from here.


7 posted on 03/17/2022 8:45:31 AM PDT by SaxxonWoods (The only way to secure your own future is to create it yourself.)
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To: SaxxonWoods

The Money Changers at the FED created this mess and unless they raise Interest rates to near 10%, which would be catastrophic for a Lot of People, it will do NOTHING but prolong the agony and eventual demise of this Country!!!


8 posted on 03/17/2022 8:45:52 AM PDT by eyeamok (founded in cynicism, wrapped in sarcasm)
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To: SaxxonWoods

This talk of “hawkish” is just that. Talk.

The only result thus far has been a 1/4 of 1 percent rise in the Fed Funds Rate.

Just more of the usual “we’ll pay for this later” noise.


9 posted on 03/17/2022 8:48:57 AM PDT by glorgau
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To: rigelkentaurus

They can’t do it all at once. A lot of people are looking at the 6 planned raises as an over-do. But that’s a long way off.

I never worry about what people “think” should be done. What matters is how I react to what is done.


10 posted on 03/17/2022 8:49:15 AM PDT by SaxxonWoods (The only way to secure your own future is to create it yourself.)
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To: eyeamok

“The Money Changers at the FED created this mess and unless they raise Interest rates to near 10%, which would be catastrophic for a Lot of People, it will do NOTHING but prolong the agony and eventual demise of this Country!!!”

What are you doing to save yourself from this horror??!!


11 posted on 03/17/2022 8:50:36 AM PDT by SaxxonWoods (The only way to secure your own future is to create it yourself.)
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To: eyeamok

Bond vigilantes have more control over interest rates than the Fed if they choose to act in concert. But since the conspiracy crew doesn’t know they exist the Fed gets to be the official bogeyman.


12 posted on 03/17/2022 8:52:35 AM PDT by Pelham (Q is short for quack )
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To: SaxxonWoods

Lets see...
Mortgage paid off....check
Cars paid off....check
Paying the monthly balance on the one credit card (no interest paid)...check
Shred all credit offers....check.
Buy ammo....check

I’m good


13 posted on 03/17/2022 8:53:43 AM PDT by USAF1985 (Joe McCarthy is a hero...he was absolutely, 100% correct! (Let’s go Brandon!))
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To: SaxxonWoods

Also, I think govt overspending is what “created this mess” and the FED has told presidents that for decades. The FED has just been doing triage for a long time. Without the FED we would have been in a depression some time ago, so I think they have done fine dealing with a landscape they don’t control.


14 posted on 03/17/2022 8:53:53 AM PDT by SaxxonWoods (The only way to secure your own future is to create it yourself.)
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To: SaxxonWoods; eyeamok

Pitchforks and a well worn copy of the The Creature from Jekyll Island.


15 posted on 03/17/2022 8:53:56 AM PDT by Pelham (Q is short for quack )
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To: Pelham

There’s plenty of money floating around that no incentive is needed.


16 posted on 03/17/2022 8:54:10 AM PDT by ConservativeMind (Trump: Befuddling Democrats, Republicans, and the Media for the benefit of the US and all mankind.)
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To: USAF1985

Good job.


17 posted on 03/17/2022 8:55:42 AM PDT by SaxxonWoods (The only way to secure your own future is to create it yourself.)
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To: Pelham

One of my favorite books, read it went it came out


18 posted on 03/17/2022 8:57:02 AM PDT by eyeamok (founded in cynicism, wrapped in sarcasm)
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To: SaxxonWoods

Been living Debt Free for many many years with 3 paid for houses, soon to be 4 and Who is John Galt


19 posted on 03/17/2022 8:58:26 AM PDT by eyeamok (founded in cynicism, wrapped in sarcasm)
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To: Pelham

I agree.


20 posted on 03/17/2022 8:59:52 AM PDT by SaxxonWoods (The only way to secure your own future is to create it yourself.)
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