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Real Vision: Finance & Investing
Is the Fed Done Hiking? With Darius Dale and Andreas Steno Larsen
Jul 26, 2023
Darius Dale, founder of 42 Macro, and Andreas Steno Larsen join to analyze the Federal Reserve's interest rate hike, explore its impact on markets, and discuss the macro landscape. They also discuss central banks' actions, market performance, investor sentiment, inflation debate, and the possibility of a soft landing. The speakers reflect on the success of the S&P 500 despite rate hikes and tease future discussions on market vulnerabilities and predictions.
31:15
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Quick takeaways
- The Federal Reserve may continue quantitative tightening while cutting interest rates next year, potentially leading to rising goods inflation in the near future.
- The European Central Bank (ECB) is facing a deteriorating outlook in Europe and may adopt a more accommodative stance soon.
Deep dives
Federal Reserve raises rates as expected
The Federal Reserve has announced a 25 basis points increase in the Fed funds rate, in line with market expectations. While there were no major surprises in the press conference, the Fed did hint at the possibility of continuing quantitative tightening while cutting interest rates next year. The market seems to be pricing in a positive rebound in the cyclical part of the US economy, with commodities rallying and a weakening US dollar. This could potentially lead to rising goods inflation in the near future.
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Discover
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