Rate Cuts Expectations and Fiscal Pressures

This chapter delves into predictions of a short and shallow rate cutting cycle, foreseeing a rise in 10-year notes range due to fiscal pressures. It also explores Chairman Powell's challenges in maintaining a hawkish tone amidst factors supporting a robust economy, discussing the unexpected stickiness in inflation post-COVID.

Transcript

Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.