Stay-At-Home Macro (SAHM) • 805 implied HN points • 09 Feb 24
- The Fed is focusing only on past inflation, and this approach may lead to problems with monetary policy decisions.
- Recent data shows a rapid decrease in inflation over the past six months, suggesting a return towards the 2% target.
- Despite strong economic growth and high interest rates, the Fed continues to rely heavily on backward-looking inflation data for its decision-making.