MONETARY AFFAIRS

Preview: Fed to Stay on Hold, “High For Longer” May Be Less Long 

by Nouriel Roubini, Brunello Rosa and Nato Balavadze 

12 December 2023

In this paper we discuss:

  1. Our latest assessment of the US economy;
  2. What we expect the Fed to do in December and following months;
  3. The evolution of the SEP dots and forecasts since September 2023;
  4. The market implications of all the above.

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Download PDF: Fed Preview - December 2023

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