Macro Horizons The One Where They Talk About the Outlook
Dec 8, 2023
Discussion on rate cuts, rate forecasts for 2024, risks to US rates outlook, potential threat of unemployment rate surge, risks to the economy and financial markets, Federal Reserve's approach to inflation and term premium.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 5min
Risks to US Rates Outlook: Regulation and Suppressed Foreign Demand for Treasuries
05:03 • 3min
The Threat of Unemployment Rate Surge and Changing Workforce Dynamics
08:22 • 2min
Risks to the Economy and Financial Markets
09:59 • 5min
Federal Reserve's Approach to Inflation and Term Premium
14:35 • 9min