Macro Horizons
Marching On
Feb 29, 2024
In this podcast, experts analyze the recent treasury market performance, Fed's rate cut debate, market dynamics, investor sentiment, economic indicators, job market trends, and Fed messaging. They discuss the impact of core PCE numbers on the 10-year yield, effectiveness of monetary policy interventions, and potential challenges for the Fed in adjusting economic indicators and messaging as core inflation may reaccelerate in 2024.
20:23
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Quick takeaways
- The US rates market is closely monitoring core PCE numbers, with market expectations influencing pre-release pricing strategies.
- The Federal Reserve's cautious approach to rate adjustments reflects a data-driven evaluation process and a 'wait-and-see' stance.
Deep dives
US Rates Market Performance and Fed's Stance
The podcast delves into the recent performance of the US rates market, highlighting the impact of events like the core PCE numbers. With core PCE for January showing an acceleration, the market largely priced it in before its release. The discussion touches on how the Federal Reserve is approaching rate adjustments, signaling a wait-and-see stance amidst economic data evaluation.
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