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Jul 29, 2024

Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut

Nouriel Roubini

Brunello Rosa

Nato Balavadze

Fed To Keep Rates on Hold in July, While Signaling Readiness For A September Cut

by Nouriel Roubini, Brunello Rosa and Nato Balavadze

29 July 2024

In this paper we discuss:

  1. Our assessment of the US economy;
  2. What we expect the Fed to do in July and in coming months;
  3. How the economy has performed versus the June SEPs;
  4. The market implications of the above.

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