Adding Financial Markets to the Fed's Rate Path Radar

The transcript discusses Citigroup's prediction of two Fed rate hikes in 2023, the impact of financial market volatility on Fed decisions, and the potential for a pause in rate hikes. It also explores the debate on future rate changes, with some market predictions indicating a possible rate cut. The discussion highlights the importance of the Fed's balance sheet roll off and its impact on bond markets.

What are the potential outcomes for interest rates after December according to the discussion?

What is the significance of the Federal Reserve's balance sheet roll-off?