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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.
20:17
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Quick takeaways
- Investors are shifting away from near-term rate cuts, anticipating the Fed's normalization in 2024.
- Market dynamics reflect anticipation of rate cuts, while the Fed emphasizes sustainability in core inflation.
Deep dives
Shift in Sentiment Towards Rate Cuts
Investors have shifted sentiment away from near-term rate cuts, considering the potential for the Fed to normalize rates in 2024. The Fed is cautious, waiting to assess if inflation progress will be sustainable. Core inflation and wage inflation correlations pose challenges for the Fed's decision-making. Overall, future economic data will play a crucial role in refining market expectations on policy decisions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode