There are numerous paths to lower rates, each with different macro outcomes. Next week’s meetings are expected to deliver a Fed still showcasing a soft-landing but underscoring its hawkish bias in the face of resilient growth, and an ECB and BoE that maintain-but-tone-down their hawkish bias given growth concerns and easing inflation pressures.
Speakers:
Bruce Kasman
Joseph Lupton
This podcast was recorded on 8 December 2023.
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