There is definitely ...from John Kicklighter

There is definitely some unusual pressures in the markets that the Fed is monitoring. For rate consideration, the 5-year breakeven inflation rate is still at 2.46% while overnight repos; while stimulus suitability questioned by $991 Bln in O/N repos:

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As the Dollar ($DXY) continues to consolidate after last week's rally, the market's rate forecast via Fed Funds futures (through end 2022) is pricing in most hawkish view since Mar 18, 2020 at 23 bps worth of tightening between now and then

John Kicklighter

Bostic sees first hike in 'late 2022' and doesn't want to hike until Taper is complete. If the Fed follows the three quarter spacing timeline it would suggest roughly: Dec 2022 hike < March 2022 finish taper < any month now start taper

John Kicklighter

All the banks the Fed is monitoring get a clean bill of health on their capitalization in the stress test scenario. Awaiting the announcements of share buybacks and dividend increases

John Kicklighter