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The power of Powell's words.

After J. Powell testimony in congress this week, and his reassurance that interest rates will continue to go higher until inflation goes down to target (2%), the odds for a 50 bps #ratehike on March 22nd have increased to 66%. The fed keeps resting on strong employment data and well functioning markets, despite episodes of low liquidity in the bond market. And they keep ignoring M2 negative growth or the increase in debt levels over gdp. Equity markets are repricing to accommodate for a more hawkish rate environment and the US dollar is strengthening.

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Source: Bianco Research

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