

Inflation cools, election heats up
4 snips Jul 12, 2024
Senior currency strategist Mike Cahill from Goldman Sachs Research discusses the impact of lower inflation on markets and how the US election is affecting currencies. Topics include market reactions to inflation data, implications for interest rates, currency market dynamics during the election, and potential impacts on currency pairs and policy responses.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 2min
Analysis of Market Reaction to Inflation Data and Impact on Fed's Path
01:37 • 1min
US Presidential Election and Currency Market Dynamics
03:07 • 2min
Impact of the upcoming election on currency pairs and policy responses
05:05 • 2min
Reflections on US Inflation and Election with Disclaimer
06:39 • 2min