Report
Bruno Cavalier

Fed monetary easing: why, when and how much?

There are events that are normally mutually exclusive, such as significant monetary easing and a healthy economy. Yet general expectations at the start of 2024 seem to point in this direction. Fixed-income markets see at least six rate cuts by the Fed in 2024 in a baseline scenario that foresees no recession or even stagnation. In the absence of any deterioration in employment conditions, a policy rate cut can only be justified by inflation converging on its target. The Fed is lo...
Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Bruno Cavalier

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