EPISODE · Jun 17, 2025 · 15 MIN
June 2025 FOMC Preview Podcast Edition - It’s never “too late” to pivot (so long as it’s to the dovish side)
from The MUFG Global Markets Podcast · host MUFG EMEA
George Goncalves, Head of Macro Strategy in the Americas recapped an action-packed month full of uncertainty. Weak US fundamentals with the jobs data remaining mixed while inflation continues to come in softer suggesting that the Fed is behind the curve. George then previewed our expectations for the June FOMC meeting where he notes that the US data has deteriorated enough that the Fed may use this meeting to pivot towards a more dovish stance to gain flexibility to ease at future FOMC meetings.
What this episode covers
George Goncalves, Head of Macro Strategy in the Americas recapped an action-packed month full of uncertainty. Weak US fundamentals with the jobs data remaining mixed while inflation continues to come in softer suggesting that the Fed is behind the curve. George then previewed our expectations for the June FOMC meeting where he notes that the US data has deteriorated enough that the Fed may use this meeting to pivot towards a more dovish stance to gain flexibility to ease at future FOMC meetings.
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June 2025 FOMC Preview Podcast Edition - It’s never “too late” to pivot (so long as it’s to the dovish side)
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