Macro Horizons January Drift
Jan 19, 2024
Discussion on recent developments in the US rates market, including potential delay in rate cuts. Exploring the Federal Reserve's monetary policy and market expectations of a rate cut in March. The impact of Fed actions on financial conditions and real estate market. Ongoing risks in Yemen and China's recovery and their impact on oil prices and the US rates market. Close monitoring of market trends and challenges in underwriting supply.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
The Current State of the Federal Reserve's Monetary Policy and Market Expectations
02:43 • 8min
Fed Actions, Financial Conditions, and Global Uncertainty
10:31 • 3min
Global Developments and Market Cross-Currents
13:31 • 2min
Monitoring the Core PCE Numbers and Market Trends
15:31 • 4min