the risks from the federal reserve - this time it's different

12
The Risks From The Fed - This Time It's Different September 10 th 2015

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Page 1: The Risks From The Federal Reserve - This Time It's Different

The Risks From The Fed

- This Time It's Different

September 10th 2015

Page 2: The Risks From The Federal Reserve - This Time It's Different

Jeremy Cook

Chief Economist and Head of Currency Strategy

Page 3: The Risks From The Federal Reserve - This Time It's Different

• Arguments for

– Timing

– Growth

– Jobs

• Arguments against

– Emerging market risk

– Inflation

– The dollar

• Lessons from history

• Conclusions

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