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CAPIS Insights

"July Research Call RECAP: Markets Policy Partners Says Doves Rule the Fed Roost – for Now"

posted by CAPIS on 07/20/2021 at 9:09 am

by CAPIS

07/20/2021 at 9:09 am

Featuring John Fagan and Brendan Walsh, co-founders of Markets Policy Partners (MPP).

Presentation summary (with timestamps)

Click here for the video presentation

 

Federal Reserve Policy Expectations

  • No change in 2021, but tighter in 2022. (5:41)
  • Powell could be replaced by Fed Governor Lael Brainard. (10:40)

Rise in Economic Uncertainty

  • Delta Variant and the Recovery Trade (12:05)
  • Infrastructure chances (13:53)

Inflation

  • Inflation is abating (14:48)

Upcoming U.S. Legislative Agenda

  • Bipartisan Infrastructure Framework and American Jobs Plan (20:07)

Cryptocurrency

  • Expect legislation regulating crypto trading, derivative products, and taxation. (29:55)

 

Markets Policy Partners is a Washington D.C.-based independent advisory service, informing clients on matters at the intersection of markets and policy, and in the public sector.

 

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