On the January FOMC
The Fed warns of “further” rate hikes – but only because the economy can go “further” too.
Federal Reserve - 2018-01-30
Global Equity Risk Premia - 2018-01-29
Trump is winning
Bull Market, Meet Your New Fed
Since TCJA, one new 2018 hike is expected. Stocks and yields agree it’s not a tightening.