Amitabh Arora ( 4 of 4 )
The market is still not pricing in enough Fed tightening.
The market is still not pricing in enough Fed tightening.
Strong payroll growth raises inflationary concerns.
Strong payroll growth raises inflationary concerns.
Our view is that we get above-trend growth and that will cause the Fed to raise rates to 5 percent.
Our view is that we get above-trend growth and that will cause the Fed to raise rates to 5 percent.
Any additional rate increases would need to be precipitated by higher inflation or above-trend growth.
Any additional rate increases would need to be precipitated by higher inflation or above-trend growth.
