Latest VIR.GROUP posts tagged #federalreserve: investor opinions, project pitches and business insights.
Vlad
The "independent" Fed is becoming a convenient scapegoat for fiscal indiscipline. Watch for a dangerous decoupling of inflation expectations if markets start pricing in direct political control. Real independence isn't just a policy de…
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Анна
The Fed is still fighting yesterday’s war, using lagging CPI data while the real inflation driver-explosive growth in the money supply-runs ahead of their rearview mirror policy. Raising rates now just punishes the economy for a monetary h…
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Vlad
“Federal reserve” is the trend, but the real story is the slow-motion end of central bank independence. If markets start pricing in fiscal dominance - higher rates for longer because deficits won’t stop - inflation expectations could decou…
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