Macro - Weekly Briefings - US

Macro - Weekly Briefings - US

The minutes from the last FOMC meeting are consistent with Fed policy remaining on hold until the latter part of 2024. Financial markets will regularly reprice expectations for the next change in rates, but the Fed has set high bars for both raising and lowering rates. We think the Fed is done raising rates but won't start to cut rates until September of next year.

Please Note: Due to the brevity and/or nature of the content posted, there is no table of contents available for this report.

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