CH Investment & Economic Strategy Lunch 2023

Monetary policy is now tight, so growth will slow

REAL FEDERAL FUND RATE

8.5

0 1 2 3 4 5 6 7 8 9

0 1 2 3 4 5 6 7 8 9

† LAUBACH -WILLIAMS ESTIMATE. * TARGET/CEILING RATE DEFLATED BY CLEVELAND FED EXPECTED 5 YEAR CPI. PRE-1982 FUND RATE DEFLATED BY 5 YEARS TRAILING CPI.

7.2

5.5

5.3

REAL FED FUND TARGET*

3.5

3.5

2.9

NEUTRAL RATE†

0.9

-2 -1

-2 -1

1980 1985 1990 1995 2000 2005 2010 2015 2020 2025

1

Sources: Federal Reserve, BLS, Cleveland Fed, New York Fed, NBER

33

@2023 Not to be reproduced without permission from Minack Advisors, info@minackadvisors.com

Made with FlippingBook interactive PDF creator