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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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Manage episode 489320053 series 2536921
Content provided by MUFG EMEA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MUFG EMEA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

  continue reading

137 episodes

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Manage episode 489320053 series 2536921
Content provided by MUFG EMEA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by MUFG EMEA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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.

  continue reading

137 episodes

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