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McCullough: The Fed Wants Demand Destruction
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Get Free Access to The Hedgeye Investing Summit... The Semi-Annual Must-See Market Event Hosted by Hedgeye Founder Keith McCullough
April 11 - 13 | Virtual | Watch Live or On-Demand
The sharpest investing minds go one-on-one with Hedgeye CEO Keith McCullough to explore the most actionable market developments and how to profit from their investing implications.
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In this clip from today’s edition of The Macro Show, Hedgeye CEO Keith McCullough gives his outlook for what Fed rate hikes entail for the bond market, as well as future rate hike expectations [hint: they won’t be raising expectations...]
"The Fed wants to destroy some demand… When the fixed-rate mortgages go like that [jump up to 5%], there’s less demand – affordability goes down,” explains McCullough.
“You're going to get demand destruction, growth falls faster, bond yields stop going up, the Fed pulls back on rate hike expectations. That’s how I think it’s going to go."
April 11 - 13 | Virtual | Watch Live or On-Demand
The sharpest investing minds go one-on-one with Hedgeye CEO Keith McCullough to explore the most actionable market developments and how to profit from their investing implications.
*** REGISTER NOW TO ACCESS THIS FREE ONLINE EVENT ***
✓ 9 HOURS OF DEEP-DIVE DISCUSSION
with guests & Hedgeye CEO Keith McCullough
✓ LIVE VIEWER Q&A
with the sharpest minds in investing
✓ VIDEO REPLAYS
available for all 9 webcasts
✓ COMPLIMENTARY ACCESS
to exclusive insights and investable ideas
In this clip from today’s edition of The Macro Show, Hedgeye CEO Keith McCullough gives his outlook for what Fed rate hikes entail for the bond market, as well as future rate hike expectations [hint: they won’t be raising expectations...]
"The Fed wants to destroy some demand… When the fixed-rate mortgages go like that [jump up to 5%], there’s less demand – affordability goes down,” explains McCullough.
“You're going to get demand destruction, growth falls faster, bond yields stop going up, the Fed pulls back on rate hike expectations. That’s how I think it’s going to go."
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