AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Macro Horizons
On Tee for N.F.P.
May 31, 2024
Ian Lyngen, Ben Jeffery, and Vail Hartman discuss the U.S. Rates market and potential rate cuts by the Fed. They analyze consumption trends, inflation, treasury market movements, and investor behavior, highlighting the factors influencing rate decisions and treasury yields.
20:18
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Core inflation remains above 2%, no urgent need for Fed rate cuts.
- Market anticipates trading range, awaiting clarity on potential rate cuts from key events.
Deep dives
Fed's Economic Insight from PCE Figures
The recent PCE figures for April indicated stability with core PCE in line with market expectations. Although core inflation remains above 2%, there is no urgency seen for rate cuts by the Fed. Disappointing consumption and retail sales figures suggest challenges for the consumer, highlighting risks for the economic outlook.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode