The MUFG Global Markets Podcast
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FOMC Preview: The last potential dovish meeting?: The MUFG Global Markets Podcast
In this episode, MUFG Head of U.S. Macro Strategy, George Goncalves, returns to discuss some of the drivers that have led to a decent rates rally, even in the midst of record high inflation prints. We also review George’s recent report and provide a recap of what to expect at the June 2021 FOMC meeting.
George views this Fed meeting as being a close call on three key items: 1) the potential evolution of the 2023 interest rate forecasts (otherwise known as the dots), 2) will they or won’t they raise the administered rates of the RRP and IOER at this meeting, and 3) will we get any specific guidance of taper plans.
Disclaimer: www.mufgresearch.com (PDF)
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