Dear Zoltan, This is What Powell Should Do Beyond Today's FOMC

Goldman and JPM FOMC Prep

We assert this is how Powell should be, better be, and is likely thinking given the recent rise in Long Term rates. If he is not, then heaven help us, because Yellen and Biden certainly are not capable of thinking like this.

Contents:

1. FOMC Prep

2. Goldman Thinks They Are Done

3. JPM Thinks Maybe One More and Done

4. Bonds: Spending Money is Inflationary Dummy

5. Cure Inflation "By Forcing Long Term Rates Higher"- Zoltan Pozsar

6. The IRA Guaranteed Inflation, Powell’s Nightmare

7. POWELL’S DECISION MATRIX