Fed To Signal a March Lift-Off and Prepare the Ground for Mid-Year Run-Off Start

by Nouriel Roubini and Brunello Rosa

24 January 2022

In this paper we discuss:

• Our latest assessment of the US economy;
• What we expect the Fed to communicate at its January policy meeting and could do in coming months;
• How the economic outlook has changed since the December SEPs; and
• The market implications to all the above.

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