Massive U.S. Debts Could ‘Trap’ Powell as Fed Fights Inflation

Discussion in 'Economics' started by ipatent, Dec 11, 2021.

  1. ipatent

    ipatent

    Massive U.S. Debts Could ‘Trap’ Powell as Fed Fights Inflation

    Corporate debt has surged $1.3 trillion since the start of 2020 as borrowers took advantage of emergency Fed action as the pandemic spread, slashing interest rates and backstopping financial markets to keep credit flowing. More debt held by more companies suggests potential risks as borrowing costs rise from currently low levels.

    That could create financial stability concerns for Fed Chair Jerome Powell and his colleagues as they debate removing pandemic support in the face of what a report Friday showed were the hottest price rises in almost 40 years. And a tough task: Not since Alan Greenspan’s time has the U.S. central bank tried to navigate the economy back to price stability from too-high inflation.

    Powell’s challenge is to try to curb price pressures without large costs to employment or growth, a move that would likely anger both political parties and blotch his record with the first Fed-assisted hard landing since the 1990-1991 downturn.

    “They are in a difficult position,” said Jeremy Stein, professor of economics at Harvard University and a Fed governor from 2012 to 2014. If inflation is more persistent “and they really have to hike rates significantly, you can imagine what happens to asset valuations: There’s just a tremendous amount of interest-rate sensitivity in markets.”
     
  2. JSOP

    JSOP

    US' gonna have a two-tier interest rate system then.
     
  3. Put themselves there, though.
     
    Relentless likes this.
  4. If everyone thinks they are gonna have to hike, guess what they are gonna do.
     
  5. Nine_Ender

    Nine_Ender

    I don't see a problem. We had years of people posting on here that at 0-0.25% they had no more room to drop. So now they have tons of room to hike. The policy worked got the economy rolling.