Introduction

Julian Emanuel, Evercore Chief Equity & Quantitative Strategist, expects the Fed to stay as quiet as possible over the next few months after giving markets the ‘all-clear’. Jon Lieber, Eurasia Group United States Managing Director, discusses the implications of increasing global resistance for supplying aid to Ukraine. Greg Daco, EY Chief Economist, says the economy has “all the right ingredients for a disinflationary environment” in 2024. Meghan Swiber, Bank of America Merrill Lynch Director of US Rates Strategy, says uncertainty around inflation is leading to a reluctance for markets to price-in the Fed’s 2% goal. 

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