Fed's December Hike Will Be The Last in This Cycle, Morphic Asset's Slater Says

The transcript discusses the potential pause in interest rate hikes, suggesting that December might be the last hike in the current cycle. It highlights the lag between interest rate changes and their effects on inflation, which is a lagging indicator. The discussion covers the deceleration of new orders, exports, and global growth, predicting a decrease in headline CPI and US GDP. The conversation also touches on market trends, comparing the current situation to the bond shock of 1994, and suggests that the dollar might stabilize before further clarity emerges.

What is the significance of the December hike mentioned in the text?

How does inflation act as a lagging indicator according to the discussion?

What factors are mentioned that could lead to decelerating inflation next year?

What historical event is referenced in relation to the bond market and interest rates?

What predictions are made about the dollar and market behavior in the near future?