Outlook for Fed Policy and the US Yield Curve
- What is the most likely path for the Fed, and how are the risks skewed around that path?
- How might changes in the neutral policy rate (r-star), state and local government stimulus, and financial market volatility factor into the Fed policy outlook?
- Have we seen the peak 10-year yield this year, and will the yield curve invert further?
- What else is top of mind in US rates markets?