The Fed | Bridgewater: “The Fed is in a box”

Discussion

Regular readers of The WOTE know that Bridgewater is a key part of the process, as nobody in the market has a better bottom-up, real-time view of economic activity. BW releases key updates of their market view on a lag, and the latest update just so happen to be published within hours of The WOTE’s most recent post - it is the perfect addendum to The WOTE’s outlook for markets through Q1 2024, so it deserves its own post.