He's back again
- Every meeting should be live, including April
- Pace of Fed tightening will depend on how the data plays out
- Fed may have to be more aggressive if energy prices spike
- Continued energy price rises pushes inflation towards 2%
- GDP gives the most concern
- There's some issues on Q1 GDP
- Employment continues to be robust with not a lot of slack left
Back to his usual hawkish self
