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Jul 24, 2023

Fed To Hike in July But Not Decided If That Is The Last Hike

Nouriel Roubini

Brunello Rosa

Nato Balavadze

Fed To Hike in July But Not Decided If That Is The Last Hike

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

24 July 2023

In this paper we discuss:

  1. Our assessment of the US economy;
  2. What we expect the Fed to announce in July and do in coming months;
  3. How economic variables have performed since the June SEP; and
  4. The market implications of all the above.

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