Jurrien Timmer, Director of Global Macro, joins us again on today’s podcast. The U.S. Federal Reserve has been working hard the last year to tame inflationary pressures while avoiding a recession; a term known as a “soft landing.” Now, after one year of seven consecutive rate hikes, and six straight months of cooling inflation, are the dreams of a soft landing close to reality? And has a soft landing already been priced into the markets? Jurrien Timmer unpacks all of this and more today, with host Pamela Ritchie. Per usual Jurrien’s views will be supported by his in-demand charts, so please head to @TimmerFidelity on Twitter to follow along.
Recorded on January 18, 2023.
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