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Fairly Close
The Fed seems to be near the finish line on rate increases
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Inflation Still Sticky
Will the Fed raise rates again?
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The End of the Worst of It
The consumer has been outperforming expectations
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No Recession?
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2
Calmer Now
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The Transcript Q1 2023 Letter
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1
Gradual Deterioration
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Quotes from Seth Klarman Interview
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6
New
Top
Community
It's Nvidia's World
Listen now | Episode 107
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Mission Not Accomplished
"Although inflation has moved down from its peak, it remains too high." - J. Powell
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Fears Subside
Fears of a severe recession have largely subsided
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1
Past the Peak
Maintaining a restrictive stance may involve cutting the fed funds rate next year
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4
The Taylor Swift Boost
Listen now | Episode 106
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1
Ticking Up
Confidence appears to be improving and inflation headwinds are abating
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No Recession?
It appears that the Fed is getting close to the end of rate increases
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2
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The Transcript
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