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UBS On-Air: Market Moves

UBS On-Air: Paul Donovan Daily Audio ‘Whatever you thought about the Fed is confirmed’

5 min • 4 januari 2024
The Federal Reserve minutes of the December FOMC meeting suggested rate cuts were self-congratulatory about the decline in US inflation (though this was only partly due to the Fed). They signaled rate cuts this year. They also signalled no rush to cut rates, and interestingly mentioned that activity may be stronger than reported. Economic indicators designed in the 1920s struggle to accurately measure modern ways of working in the 2020s.
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