Macro Horizons A Rally, Deferred
Feb 23, 2024
Exploring the Fed's cautious stance on potential rate cuts despite positive economic indicators and rising inflation. Discussions on market shifts, bond market influence, and factors guiding Fed's decision-making. Analyzing recent market moves, treasury market dynamics, and upcoming auction schedules with insights into Fed speakers and rate cut scenarios.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Federal Reserve's Approach to Inflation and Rate Cut Possibility Discussed
02:00 • 3min
Fed's Caution and Inflation Trends
05:22 • 5min
Analyzing Recent Market Moves and Monetary Policy Uncertainties
09:53 • 5min
Insights into Treasury Market Activity and Fed's Rate Cut Stance
14:51 • 5min