UBS On-Air: Paul Donovan Daily Audio 'US rates paths'
UBS On-Air: Market Moves · Podcast owner
January 8, 20252m 12s
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Show Notes
The minutes of the last Federal Reserve meeting are due. Investors’ concerns are less about the current state of play of the US economy (reasonable growth and slowing inflation) and more about where politics will take the economy next. This has added uncertainty about the 2025 policy path, and gives the minutes more importance than is perhaps normal at this stage of the cycle.