US Rates -Trade policy, the Fed, and implications for rates markets

Phoebe White, Head of US Inflation Strategy, and Michael Hanson, senior US economist, discuss their latest thoughts on US trade policy and Fed independence, following what has been a busy first week for the new administration, and what to expect from next week’s FOMC meeting. Yield curves are likely to flatten in the near term, supported by a narrowing in longer-run breakevens.

Speakers:

Phoebe White, Head of US Inflation Strategy 

Michael Hanson, Senior Economist 

This podcast was recorded on January 24, 2025.

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