bullish

USD

US Rates: The Calm Before The (Policy) Storm

269 Views28 Jan 2024 08:39
Podcast
SUMMARY
  • The combination of policy decisions in the US rates markets has led to a significant decline in tenure yields.
  • There appears to be policy coordination between fiscal and monetary authorities, with the treasury displaying flexibility and the Fed focusing on tightening in financial conditions.
  • The upcoming Fed meeting is anticipated to provide forward guidance on policy tightening, with expectations of a move towards a neutral bias and steps towards eventual easing or cutting. Inflation language in the statement may also be up for debate.

This podcast is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only.

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Podcast by J.P. Morgan analysts on global markets
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Multi-AssetMacroeconomicsCross Asset Strategy
  • US Rates: The Calm Before The (Policy) Storm
    28 Jan 2024
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