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Sep 19, 2023

Fed To Skip The September Hike, But May Hike Again This Year

Nouriel Roubini

Brunello Rosa

Nato Balavadze

Fed To Skip The September Hike, But May Hike Again This Year

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

19 September 2023

In this paper we discuss:

  1. Our latest assessment of the US economy;
  2. What we expect the Fed to do in September and in coming months;
  3. How we expect the Fed to change its SEP forecasts in September; and
  4. The market implications of all the above.

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