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Dec 12, 2023

Fed to Stay on Hold, “High For Longer” May Be Less Long

Nouriel Roubini

Brunello Rosa

Nato Balavadze

Fed to Stay on Hold, “High For Longer” May Be Less Long 

by Nouriel Roubini, Brunello Rosa and Nato Balavadze 

12 December 2023

In this paper we discuss:

  1. Our latest assessment of the US economy;
  2. What we expect the Fed to do in December and following months;
  3. The evolution of the SEP dots and forecasts since September 2023;
  4. The market implications of all the above.

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Download PDF: Fed Preview – December 2023

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