Lauren Goodwin

Happy #CPI day. Prices decelerating, but looking sticky. The #bond market is now pricing more-or-less what the Fed says it will do: 25 basis points in March and May. Equities, on the other hand, have continued their relief rally; #Fed resolve is being underpriced.

Why not spend an already uncertain year noodling what could disrupt it further? Super cool new disruptive risks piece out from my team: newyorklifeinvestments.com/a…

Central banking people: colleagues at @MacKayShields conducted groundbreaking research on whether Fed programs have permanently repriced credit. Takeaways (so far): the Fed put is dead, but euro area credit appears repriced. Stellar convo here: buzzsprout.com/942931/119143…

Black swan alert. Too soon to tell, but we just put together our list of risks that could break consensus in 2023. Yesterday, the #BoJ beat us to it. Here is an excerpt from our piece, discussing what materialized today and exploring the ripple effects it may have.

I was watching a few factors in today's Fed materials to gauge how to read it. Looks straight ticket hawkish to me.

I don't typically use Twitter as an interview hub but this one from yesterday was one of my favorites ever. Thanks @JonErlichman for the stellar questions. bnnbloomberg.ca/video/despit…

Even for this DC alum, our latest Market Matters guests dropped some serious policy knowledge. SO much fun. Thanks for joining, ladies. @JenGShapiro @JuliaCHermann Listen here or wherever you pod: buzzsprout.com/942931/117134…

Headed into @CNBC to talk stocks with @ScottWapnerCNBC. It’s been a quarter of transition equities - top line still strong, but slowing and with increasing bottom line pressure.

Love the broadcast cheat sheet!

Easy to talk about #volatility these days - in either direction. Loved talking solutions with @JonErlichman yesterday + our views on crypto: bnnbloomberg.ca/the-open/fin…

Swinging through @CNBC, thanks @ScottWapnerCNBC for having me!

@CNBC Fridays! Thanks for having me, @ScottWapnerCNBC

It's Fed day, and once again I think investors are too hopeful that the Fed will pivot. Powell has one goal: get inflation lower. The rest of our hopes and dreams are irrelevant. Talked about it with my friends @julieshyman @briansozzi & @bradsmith @YahooFinance.

Recently took a roadshow to South Florida. #1 investor concern: how can this New Yorker take her 'quarterly' trip in November, December, January, and February?