Macro Horizons
Dancing in the Range
Mar 27, 2024
Market analysts Ian Lyngen, Ben Jeffery, and Vail Hartman discuss the stability of 10-year yields post-FOMC meeting, Japanese intervention's impact on treasuries, Fed's rate cuts, inflation-unemployment correlation, and upcoming economic indicators influencing the U.S. rates market direction.
20:47
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Quick takeaways
- Fed shifting towards a time-dependent stance for potential rate cuts in June, September, and December.
- Importance of economic data in influencing Fed decisions and potential implications on market dynamics.
Deep dives
US Rates Market and Volatility
The podcast discusses the US rates market settling into a post-FOMC trading range with 10-year yields between 4% and the 435 support level. It mentions a period of consolidation expected before key data events in April, such as the release of March's payrolls data and CPI report. The Fed's shift to a more time-dependent stance rather than data-dependent is highlighted, suggesting potential rate cuts in June, September, and December. The podcast also mentions the importance of economic data in influencing Fed decisions.
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