• Oct 17, 2022
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  Fed is not going to stop until either something breaks in the Capital Markets and the Fed pivots, OR earnings come down not 2, 3, 4% but rather 10% - Chris Harvey

  
  

  Something breaks = collapse of a currency, something in Ukraine ...

  
  

  CPI is the Fed's focus. They need it down. For their credibility, also.
  

  
  

  Interest rates, demand, supply chain, are rolling over now, so inflation looks like it might be going to cool. The fundamentals have to come down, and Harvey thinks we'll have a recession.
  

   
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  <div>Fed is not going to stop until either something breaks in the Capital Markets and the Fed pivots, OR earnings come down not 2, 3, 4% but rather 10% - Chris Harvey</div><div><br></div><div>Something breaks = collapse of a currency, something in Ukraine ...</div><div><br></div><div>CPI is the Fed's focus. They need it down. For their credibility, also. <br></div><div><br></div><div>Interest rates, demand, supply chain, are rolling over now, so inflation looks like it might be going to cool. The fundamentals have to come down, and Harvey thinks we'll have a recession. <br></div> 

  Fed is not going to stop until either something breaks in the Capital Markets and the Fed pivots, OR earnings come down not 2, 3, 4% but rather 10% - Chris Harvey

  
  

  Something breaks = collapse of a currency, something in Ukraine ...

  
  

  CPI is the Fed's focus. They need it down. For their credibility, also.
  

  
  

  Interest rates, demand, supply chain, are rolling over now, so inflation looks like it might be going to cool. The fundamentals have to come down, and Harvey thinks we'll have a recession.
  

   

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