Macro Horizons cover image

A Rally, Deferred

Macro Horizons

00:00

Fed's Caution and Inflation Trends

Exploring the FOMC's cautious stance on policy easing and the market's shift towards questioning if pandemic-induced inflation is structurally higher, influencing bond markets and rate hike expectations. Delving into the factors guiding the Fed's decision-making process based on core inflation acceleration and upcoming data points for potential rate adjustments.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app