Thomas Thygesen (@thomasthygesen) 's Twitter Profile
Thomas Thygesen

@thomasthygesen

Head of Strategy, SEB Research. Analyzes economics and still flying the B1903 colors!

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calendar_today26-04-2009 13:49:16

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Once the psychologicalshock is digested, focus will turn to fundamental impact. Fed reaction is key to how bad it will be, and markets expect a strong reaction. But can the Fed cut 100bp+ with wage inflation above 3%? This policy dilemma dilemma will be in focus in coming months

Once the psychologicalshock is digested, focus will turn to fundamental impact. Fed reaction is key to how bad it will be, and markets expect a strong reaction. But can the Fed cut 100bp+ with wage inflation above 3%? This policy dilemma dilemma will be in focus in coming months