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Stephen Kirchner's avatar

Plug the Survey of Professional Forecasters into the Taylor rule and you get Fed funds at 8.6% for Q4 22.

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Zac Gross's avatar

Seems high!

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Stephen Kirchner's avatar

That assumes u*=4, with interest rate smoothing parameter set to zero.

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Zac Gross's avatar

I had smoothing in mine (0.7), would be crazy without it.

I cannot remember who tweeted it but someone quipped that the “true” measure of underlying inflation is wage growth. Which actually would be somewhat reasonable if you plug in WPI - 1 as your inflation series.

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Stephen Kirchner's avatar

rho=0.7 gets you down to 4.1% on Fed funds for Q4 22. What we really need is a model for rho!

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