AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
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
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
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.
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