EPISODE · Jun 14, 2024 · 9 MIN
Are markets overreacting to inflation data?
from The Markets · host Goldman Sachs
Cooling inflation data would seem to give the Federal Reserve room to cut rates, but the Fed this week reduced its forecast for the number of rate cuts. How should investors make sense of the macro environment now? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Ashish Shah, global co-head and CIO of Public Investing with Goldman Sachs Asset Management. Learn more about your ad choices. Visit megaphone.fm/adchoices
What this episode covers
Cooling inflation data would seem to give the Federal Reserve room to cut rates, but the Fed this week reduced its forecast for the number of rate cuts. How should investors make sense of the macro environment now? Anshul Sehgal, head of US Interest Rate Products Trading in Global Banking & Markets, discusses with Ashish Shah, global co-head and CIO of Public Investing with Goldman Sachs Asset Management. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Are markets overreacting to inflation data?
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