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January 2025 FOMC Preview: Defiantly Data Dependent?

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Manage episode 463656710 series 2536921
Content provided by MUFG EMEA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MUFG EMEA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

George Goncalves, Head of Macro Strategy in the Americas, discusses our outlook for the Fed’s first meeting of 2025, in which we believe the Committee should be “defiantly data dependent” and keep rates on hold. We focus on our base case that Powell will deliver a neutral message, but also discuss risks around that view. We conclude with our expectations for how markets will trade in the coming weeks.

  continue reading

138 episodes

Artwork
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Manage episode 463656710 series 2536921
Content provided by MUFG EMEA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MUFG EMEA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

George Goncalves, Head of Macro Strategy in the Americas, discusses our outlook for the Fed’s first meeting of 2025, in which we believe the Committee should be “defiantly data dependent” and keep rates on hold. We focus on our base case that Powell will deliver a neutral message, but also discuss risks around that view. We conclude with our expectations for how markets will trade in the coming weeks.

  continue reading

138 episodes

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