Morgan Stanley Strategist Warns of Equities Sell-Off in Response to ‘Hawkish’ Fed Message - On Monday, Morgan Stanley’s equity strategist, Michael Wilson, shared his thoughts... - https://news.bitcoin.com/morgan-stanley-strategist-warns-of-equities-sell-off-in-response-to-hawkish-fed-message/ #u.s.federalreserve #equitystrategist #federalfundsrate #monetarypolicy #interestrates #michaelwilson #morganstanley #jeromepowell #claudiasahm #paulvolcker #wallstreet #economics #economist

#ClaudiaSahm, originator of the eponymous "#SahmRule," has left #Twitter.

I'm a bit sad. Might I invite her here? #Twittermigration #twitterexodus

She was one of those scholars who made it big but still seemed like a real human and not so self-absorbed that they can actually respond to you, follow you back, engage, etc. Please read her goodbye post. It is real. And down-to-earth. #Economics #MonetaryPolicy #FederalReserve #FED

https://stayathomemacro.substack.com/p/goodbye-twitter?r=yn7pm&utm_campaign=post&utm_medium=email

Kind of sad to not read #claudiasahm posts anymore.

#ClaudiaSahm roasts central-bank rate hikes: "there is *no* evidence that people's inflation expectations are de-anchoring. Everyone in Europe knows that Putin is the main source of high inflation & that investments are being made to ease pressures on prices in a few years.
"the UK and Europe are screwed (technical macro term), BoE & ECB are key contributors to making a bad situation worse. UK is extra screwed since they went into the crisis in a place of weakness & their government is awful.

READ... The stakes are too high to use the #PhillipsCurve with its unreliable tradeoff between #unemployment and #inflation. We don't need millions of Americans out of work. We need investments in our future. - by #ClaudiaSahm
https://open.substack.com/pub/stayathomemacro/p/ban-the-phillips-curve

Today, from the great (i.e. enlightened) economist #ClaudiaSahm on the archaic #PhillipsCurve...

[For background, read her analysis of what the #Fed is doing wrong, and why... https://stayathomemacro.substack.com/p/congress-must-rein-in-the-fed ]