EPISODE · Jan 28, 2025 · 9 MIN
January 2025 FOMC Preview: Defiantly Data Dependent?
from The MUFG Global Markets Podcast · host MUFG EMEA
George Goncalves, Head of Macro Strategy in the Americas, discusses our outlook for the Fed’s first meeting of 2025, in which we believe the Committee should be “defiantly data dependent” and keep rates on hold. We focus on our base case that Powell will deliver a neutral message, but also discuss risks around that view. We conclude with our expectations for how markets will trade in the coming weeks.
What this episode covers
George Goncalves, Head of Macro Strategy in the Americas, discusses our outlook for the Fed’s first meeting of 2025, in which we believe the Committee should be “defiantly data dependent” and keep rates on hold. We focus on our base case that Powell will deliver a neutral message, but also discuss risks around that view. We conclude with our expectations for how markets will trade in the coming weeks.
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January 2025 FOMC Preview: Defiantly Data Dependent?
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