The Expected Pause in the Dollar World Currency Status

Bob Greene: The pause not that surprising obviously because it was a hundred percent priced in go to the dots we have a 5.6 terminal rate priced into the end of 23 4.6 pricedinto the end of 24 and so you know suggest something like 50ish basis points of additional tightening from where we are today 25 to 50 basis points. So i think the dot plots a big story here that's a big move in the dot plot um and i think you see a little bit of the reaction and longer term yields up about seven basis points since that announcement but that's that's definitely a hawkish pause going ahead bless bear it.

Play episode from 01:04:17

Transcript

Episode notes

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app