Bloomberg Surveillance
Fed Decision Day
Mar 20, 2024
On the podcast, they discuss the Fed decision with experts from JP Morgan and the Atlanta Federal Reserve. They delve into concerns about the labor market and market disruption. They also explore anticipation for the Fed's decision day and economic impact of central bank bias. Additionally, they touch on cultural acceptance, CEO styles, and pricey leather jackets.
34:50
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Quick takeaways
- Expectations for the Fed meeting focus on economic confidence amidst minor challenges like unemployment and inflation adjustments.
- Discussion on credit market dynamics, highlighting concerns of a potential crisis and the rise of non-bank lending opportunities post-pandemic.
Deep dives
Market Insights and Federal Reserve Expectations
Bob Michael, the CIO and head of Global Fixed Income Currency at JP Morgan Asset Management, discusses the Federal Reserve meeting and expectations. He emphasizes a desire for a two-hour, minimal disruption meeting focused on economic confidence despite minor speed bumps like increased unemployment or inflation. Michael speculates on potential Fed stance adjustments, particularly regarding inflation dynamics and interest rates.
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