Macro Horizons Stormy January
Jan 5, 2024
The hosts discuss the recent payrolls report and its impact on the market, forecast higher rates on two-year and ten-year bonds, evaluate the market's pricing of the Federal Reserve's expectations in the first quarter, discuss potential reasons behind the Fed's dovish stance, and address challenges in bringing core inflation back to target.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Yield Forecasts, Fed Policy, and Labor Market Analysis
02:31 • 5min
Market Pricing of Fed Expectations and Data Dependence
07:06 • 3min
Factors Influencing a Sooner Dovish Pivot from the Fed
10:00 • 4min
Challenges in Bringing Core Inflation Back and Upcoming Factors Impacting US Rates
14:13 • 6min