Leaning against the market’s lean into FOMC

Slide deck:  https://bit.ly/3RZXYzj   -

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Plenty to talk about today as earnings season rages on, the natural gas emergency seems to get more dire by the day, and with a possible geopolitical storm brewing over US House leader Pelosi's possible visit to Taiwan.  But most of all, the market will zero in on today's FOMC meeting, where the market is leaning for the Fed policy rate to peak within about six months and roll over rather aggressively next year - a rather pointed view relative to the Fed's own forecasts. How does Powell guide today relative to this pointed market view? John J. Hardy hosts.

Intro and outro music by AShamaluevMusic