The US Federal Reserve believes it will hike twice this year and then go slower at 100 basis points per year. I believe a more aggressive Fed will 'kill' the nascent growth and pull US and Europe back towards zero growth. This will give us one more look at all-time low interest rates before we start a period of new secular change.
from Steen Jakobsen - Authored content http://ift.tt/1Ljuiaj
Macro Digest: A change is gonna come
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