Preview: Fed To Keep Rates on Hold and Push Back The Beginning Of The Easing Cycle

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

30 April 2024

In this paper we discuss:

  1. Our assessment of the US economy;
  2. What we expect the Fed to do in May and in coming months;
  3. How the economy has performed compared to the March FOMC forecasts; and
  4. The market implications of all the above.

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Download PDF: Fed Preview - May 2024

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