The Fed Isn't Done Raising Rates: Michele

The video discusses the Federal Reserve's current stance on monetary policy, emphasizing that the Fed is not done with rate hikes due to coincident and lagging indicators like low unemployment and tech earnings. It highlights recessionary signs from leading indicators, such as rising continuing claims and tightening credit conditions. The discussion also covers inflation trends, predicting a drop below 3% by the time rates are cut, and examines various economic data, including housing prices and supplier delivery times, which suggest recessionary conditions.

What type of indicators does the Federal Reserve primarily consider when deciding on monetary policy?

• Historical indicators

• Future indicators

• Coincident and lagging indicators

• Leading indicators

Which economic data is mentioned as having risen at a rate only seen in recessions?

• Continuing claims

• Housing prices

• Unemployment rate

• Tech earnings

What percentage of senior loan officers reported tightening net credit conditions?

• 48%

• 60%

• 25%

• 75%

By the time the Federal Reserve cuts rates, what is the expected inflation rate?

• Above 5%

• Around 4%

• Below 3%

• Exactly 3%

What is the current trend in supplier delivery dates according to the transcript?

• Longest since 2009

• Unchanged since 2009

• Highest since 2009

• Lowest since 2009