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Monetary Affairs
Sep 17, 2024

Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps

Nouriel Roubini

Brunello Rosa

Nato Balavadze

Fed To Begin Its Easing Cycle In September, With a 25bps Rate Cut But It is a Close Call on 50bps

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

16 September 2024

In this paper we discuss:

  1. Our latest assessment of the US economy;
  2. What we expect the Fed to do in September and coming months;
  3. The new economic forecasts and SEP dots;
  4. The market reaction.

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