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May 02, 2022

Preview: Federal Reserve May 2022

Nouriel Roubini

Brunello Rosa

Nato Balavadze

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

2 May 2022

In this paper we discuss:

  1. Our latest assessment of the US economy;
  2. What we expect the Fed to announce in May and could do in coming months;
  3. Expected changes in the Fed’s assessment of the economic outlook;
  4. The policy discussion within the FOMC, on both policy rates and asset sales; and
  5. The market implications of all the above.

 

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