Can the Fed hike to 7 or even 8%? Dominique Dwor-Frecaut, senior analyst at Macro Hive, thinks so. Dwor-Frecaut joins Jack Farley and Joseph Wang, former senior trader for the New York Fed, who share their outlook for interest rates and inflation in 2023. Dwor-Frecaut has worked at the IMF, New York Fed, The World Bank, as well as several hedge funds such as Bridgewater.

Dominique Dwor-Frecaut's latest piece on Macro Hive Prime (moved in front of paywall for the benefit of Forward Guidance listeners): https://macrohive.com/hive-exclusives...

Joseph Wang’s latest piece, “Come Hell Or High Water”: https://fedguy.com/come-hell-or-high-...
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Timestamps:

00:00 Introduction
01:05 February Fed Meeting Debrief
04:28 The (Bond) Market Is Wrong
07:11 Fed Could Hike Interest Rates to 7 or 8%"
01:03 Joseph Wang on How High The Fed Will Go
15:46 Counterarguments To An The Uber-Hawkish Case
28:06 Curve Ad
29:10 Why Is Inflation Falling?
36:57 Are Financial Conditions Actually Tightening?
46:34 The Fed's Ample Reserve Regime
57:40 Quantitative Tightening "Come Hell Or High Water"
01:07:17 Yield Curve Inversion May Exacerbate
01:10:40 How Would The Fed Get to 7 or 8%?
01:14:45 Higher For Longer!
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.