Macro MATTers: A slightly weaker outlook, Fed on hold, Warsh’s hearing
From the original
In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets. In this episode, they discuss how their forecasts have changed in response to the recent oil price shock, as well as what to wa
Related speeches
4 itemsMacro MATTers: Oil’s impact on the economy, markets, and the Fed
Macro MATTers: Could the Fed hike rates in 2026?
Top of the Morning: FOMC takeaways & US economic update
Macro Freestyle: Trade wars and stagflation risks
The desk posits that recent US tariffs are amplifying stagflation risks, which could lead to a stronger US dollar and increased volatility in emerging market currencies. Per the full note from Standard Chartered, the implications of these tariffs extend beyond immediate trade balances, influencing global growth and inflation dynamics. The desk highlights that the US dollar's strength may be underpinned by these developments, particularly as inflationary pressures mount. With the Fed's cautious stance on rate hikes, the interplay between tariffs and monetary policy will be crucial for traders to monitor.
More from DB PODZEPT
5 items- DB PODZEPT
Conference Insights: Thoughts from our Global Financials Conference
- DB PODZEPT
Conference Insights: Thoughts from our dbAccess European Champions Conference
- DB PODZEPT
Macro MATTers: Could the Fed hike rates in 2026?
- DB PODZEPT
Power Play: Investing in Energy Infrastructure for the AI Era
- DB PODZEPT
In the Fast Lane with: Lucid