At Any Rate cover image

Global FX and Rates: US moderation vs. tariffs tunes

At Any Rate

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Market Dynamics and Federal Reserve Expectations Amidst Economic Concerns

This chapter explores the impact of growth worries on market yields, focusing on the Federal Reserve's actions and future rate cut expectations. It emphasizes the relationship between labor market dynamics, payroll data, and how these elements shape market pricing in the context of inflation.

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