As the Fed stays put, markets bet on timing of rate cuts

The podcast discusses the takeaways from the latest Fed meeting and the market's response, including the debate about future rate cuts. They also touch on the expected timing of rate cuts and potential changes in statements from central banks. The upcoming Bank of Japan meeting and possible shift away from negative interest rate policy are examined. The Federal Reserve's role in achieving a soft landing for the economy, the fight against inflation, and the impact of AI in 2024 are also explored.