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Taylor Rule Says the Funds Rate Should Be at 4%... Now!
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Taylor Rule Says the Funds Rate Should Be at 4%... Now!

Expect lower rates ahead as the Fed is way behind the curve

David Rosenberg's avatar
David Rosenberg
Jul 23, 2024
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Early Morning with Dave
Taylor Rule Says the Funds Rate Should Be at 4%... Now!
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Highlights

• Expect lower rates ahead as the Fed is way behind the curve

• Base metal prices show no signs of "sticky" inflation

• State-level employment data signal a recession ahead

• The consensus is overly optimistic on Q2 real GDP

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