Podzept from Deutsche Bank Research Macro MATTers: The outlook for the Fed, Quantitative Tightening, Rates & Inflation
Jan 22, 2024
Discussion on potential rate cuts, the Fed's balance sheet and QT. Analysis of recent inflation readings and implications for rate cuts. Triggers for rate cuts and scenarios for the labor market. Examining the outlook and process of quantitative tightening. Exploring the views on QT while interest rates are cut and discussing yield forecasts.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Inflation, Soft Landing, and Potential Rate Cuts
03:40 • 3min
Triggers for Rate Cuts and the Outlook for the Fed's Balance Sheet
06:51 • 2min
Discussion on the Outlook and Process of Quantitative Tightening (QT) by the Federal Reserve
09:10 • 4min
Discussion on QT, Interest Rate Cuts, and Yield Forecasts
13:31 • 3min