The Fed’s Dots Will Speak Louder Than Rates Eurizon SLJ Capital podcast

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The Fed’s Dots Will Speak Louder Than Rates

7d ago 7:00

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In this episode of 'The Long and Short Forward Curve' by Eurizon SLJ Capital, Matt Jones discusses the implications of the upcoming FOMC meeting on March 17, 2025. While immediate action from the Fed is not anticipated, the focus will be on the updated economic projections, which will reflect the Fed's stance on tariffs, geopolitical risks, and equity market fragility. The episode highlights the growing tension between market expectations of fiscal expansion and the Trump administration's commitment to fiscal consolidation. Technical insights, such as the fiscal r-star and the dot plot, provide crucial signals for professional investors about future interest rate adjustments and their impact on global markets.
00:00 Introduction to the Long and Short Forward Curve
00:31 This Week's FOMC Meeting: What to Expect
00:48 Key Insights from Neil Staines
01:16 The Macro Setup: Complex, Political, and Volatile
02:18 Fiscal vs Monetary Policy Divergence
03:24 Equities and the Fed's Response
04:05 Watch the Dot Plot, Not the Rate Decision
04:49 Disclaimer and Legal Information

The opinions expressed in this podcast are those of the presenters and do not necessarily reflect the views of Eurizon SLJ Capital, Eurizon Capital, or the Intesa Sanpaolo Group. The information and opinions shared are intended solely for professional investors and should not be relied upon by other investors. Please note that the information provided in this recording is for informational purposes only and is not intended to be complete or constitute an offer to buy or sell securities or any derivatives. It has not been prepared in accordance with legal and regulatory requirements designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of the dissemination of investment research. It does not constitute research on investment matters and should not be construed as containing any recommendation, advice or suggestion, implicit or explicit, for any investment strategy or financial instruments, the issuers of any financial instruments, or a solicitation, offer or financial promotion relating to any securities or investments. ESLJ and its affiliates do not assume any liability whatsoever for the contents of this podcast and do not make any representation or warranty as to the accuracy or completeness of any information contained in this communication.

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