Ep. 254: Jonny Matthews on US Economy and Why the Fed Will Not Cut in 2025
Macro Hive Conversations With Bilal Hafeez
Economic Forecasts and Market Dynamics
This chapter provides an in-depth analysis of growth and inflation forecasts for 2025, indicating a scenario of low growth and high inflation. It examines the implications for long-term bond yields, rental inflation, and the labor market, while also discussing the dynamics of the US dollar against European currencies. The dialogue navigates the complexities of current economic conditions and their effects on investor sentiment and market strategies.
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