Griffin Says Fed's Message has Been 'Counterproductive'

The transcript discusses the variance in market messages and expectations for terminal rates, predicting a peak in rates followed by cuts in 2024. It highlights market predictions and the anticipated economic slowdown as inflation decelerates.

What is the expected terminal rate according to the markets?

What does the market predict regarding rate cuts by the end of next year?

Describe the anticipated trend in rates throughout 2024.

How does the speaker perceive the relationship between inflation and the economy?

What factors are expected to contribute to the economy slowing down?