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Mar 19, 2024

Fed To Confirm A Delay in The Beginning of The Easing Cycle

Nouriel Roubini

Brunello Rosa

Nato Balavadze

Fed To Confirm A Delay in The Beginning of The Easing Cycle

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

19 March 2024

In this paper we discuss:

  1. Our assessment of the US economy;
  2. What we expect the Fed to do in March and coming months;
  3. The expected changes in the FOMC forecasts; and
  4. The market implications of all the above.

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