This week Real Vision’s Jamie McDonald uses Refinitiv’s best in class data to look at market positioning around a potential Fed pivot. With a strong rally in risk assets following the July FOMC meeting, the market seems to be pricing slower growth – and potentially lower Inflation – which could lead an increasingly data dependent Fed to curtail its rate hikes. But, as more recent rhetoric from policymakers has downplayed recession fears and reiterated the need to get inflation under control, could the rally provide an opportunity for the central bank to assert its hawkish bias?
Jamie McDonald, Refinitiv
Jharonne Martis, Director of Consumer Research, LSEG
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