Macro Horizons Perils of Proactive
Dec 15, 2023
This podcast analyzes the recent developments in the US rates market and the shift in the FOMC's 2024 projection. It explores the Fed's considerations on interest rate cuts and their efforts to manage a soft landing in the economy. The discussion also covers the Fed's dovish stance, market rally, potential consolidation, and the recalibration of the Treasury market, auctions, and inflation expectations.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Fed's Considerations on Interest Rate Cuts
03:22 • 6min
Efforts to Manage Soft Landing, Early Signs of Pivot, and Political Considerations
09:28 • 3min
The Fed's Dovish Stance, Market Rally, and Potential Consolidation
12:08 • 4min
Recalibrating Treasury Market, Auctions, and Inflation Expectations
15:48 • 4min