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Economic··Severity 7

‘This Is an Inflation First Fed Right Now,’ Evercore’s Guha Says

Krishna Guha, vice chair and head of central bank strategy at Evercore ISI, sees inflation, oil prices, and bond yields being of more importance to the Federal Reserve than US jobs data in determining whether to raise interest rates at this month’s meeting. (Source: Bloomberg)

Scenario chain

Probabilities below are model estimates based on the event chain, horizon, and indicators. They are not outcome guarantees, investment advice, or emergency instructions.

A

Эскалация

40%

Forecast derived from cascade analysis. Watch confirmation indicators below.

Primary source: Bloomberg Markets

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