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Mohamed A. El-Erian
elerianm
The link to Fed Governor Waller’s speech on the economic outlook: www.federalreserve.gov/newsevents/speech/waller20240327a.htm Markets will undoubtedly focus on his pushback against early rate cuts as progress in the battle against inflation “may have stalled” (see attachments please). This speech will increase the… pic.twitter.com/Rd6WJ7yc5A
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Mohamed A. El-Erian
elerianm
Posted earlier today: Are we witnessing a turning point in how major central banks, led by the Federal Reserve, implement their inflation-targeting regimes? Some thoughts via the @FT: www.ft.com/content/2cbf2116-f18f-492e-8f3f-170bc8402d5f #economy #markets #centralbanks #econtwitter #federalreserve pic.twitter.com/3BlwJia8Ly
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Heather Long
byHeatherLong
Good news -- US Consumer sentiment has surged since the fall. Americans believe inflation is getting back under control and their personal finance are improving. "Sentiment is currently about 30% above November 2023 and about 6% below its historical average since 1978." (From… pic.twitter.com/L4sTslFwyt
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Christophe Barraud🛢🐳
C_Barraud
🇺🇸 #Fed’s Waller Says No Rush to Cut Interest Rates – Bloomberg www.bloomberg.com/news/articles/2024-03-27/fed-s-waller-says-no-rush-to-cut-should-delay-or-reduce-cuts
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