John Delaney 🇺🇸

@JohnDelaney ↗

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Last Checked Feb. 23, 2023

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Fri Nov 18 13:21:34 +0000 2022

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John Delaney 🇺🇸 @JohnDelaney

She's just not loving her new haircut. https://t.co/BGr6DrKxNj — PolitiTweet.org

Posted Nov. 18, 2022

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John Delaney 🇺🇸 @JohnDelaney

The Fed has great data BUT it seems like they are not appreciating the impact of quantitative tightening (QT) which is as impactful as rate increases In the real market no one is lending because they can buy loans in the secondary market at wider yields than new loans b/c of QT — PolitiTweet.org

Fed's Bullard: Even "Dovish" Policy Assumptions Require Further Rate Increases - RTRS https://t.co/DdG1QKL7Ui

Posted Nov. 18, 2022

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John Delaney 🇺🇸 @JohnDelaney

@CWillenken My point is different - Fed only talks about rates when discussing inflation when in fact QT is having more significant impact on restrictive conditions. IMO Fed's risk is combined impact of rates/QT cuts off new credit to a degree that creates a multi year capital investment lag — PolitiTweet.org

Posted Nov. 18, 2022