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Video: The Fed

Weitere Dokumente von Matthew Luzzetti

39 Dokumente
    

World Outlook 2023: The Looming Recession

7. Dezember 2022
Region:
International
Autor:
Mark Wall, Matthew Luzzetti, Peter Hooper
Podzept (Podcast series)
4
Peter Hooper, Global Head of Economics Research, Matt Luzzetti, Chief US Economist and Mark Wall, Chief European Economist, discuss the world outlook 2023 as we find ourselves at a defining moment for the global economy. Inflation is running at multi-decade highs, central banks are pursuing their most aggressive tightening cycle in a couple generations, and a recession is now increasingly expected in the US and Europe. As 2023 nears, there is a growing consensus that it is shaping up will be the third-worst year for global growth so far in the 21st century, behind only the pandemic year in 2020 and the aftermath of the financial crisis in 2009. [mehr]

Outlook for Fed Policy and the US Yield Curve

21. Oktober 2022
Region:
International
Autor:
Matthew Luzzetti, Matthew Raskin
Podzept (Podcast series)
5
In recent weeks, markets have been very volatile as they digest announcements from global policymakers and central bank responses to persistently elevated inflation. In the latest episode of Podzept, Matthew Luzzetti, Chief US Economist, and Matthew Raskin, Head of US Rates Research, discuss their views on the outlook for Fed policy and the US yield curve. [mehr]

Is the US already in a recession?

15. Juli 2022
Region:
International
Autor:
Matthew Barnard, Matthew Luzzetti
Podzept (Podcast series)
6
Assessing the state of the US economy has become very tricky recently with various datapoints sending conflicting signals about the underlying strength. While 2.7 million new jobs were added in the first half of 2022 with the unemployment rate staying at 3.6%, consumer sentiment is plumbing historical lows and forward-looking growth indicators have weakened. Matthew Barnard, Head of Company Research, US speaks to Matthew Luzzetti, Chief US Economist, to shed light on what is going on. [mehr]

Q&A with Matthew Luzzetti

11. Juli 2022
Region:
International
Autor:
Matthew Luzzetti
Q&A with
7
In a new ‘Q&A with’ Matthew Luzzetti, Chief US Economist shares his insights on whether the US Economy is already in a recession, and if it isn’t when one is expected and how the Fed is likely to respond to the conflicting signals from inflation and growth. [mehr]

New Podcast: Why a recession by end-2023 should be the base case

11. Mai 2022
Region:
International
Autor:
Matthew Barnard, Matthew Luzzetti, Peter Hooper
Thematic Research
8
Peter Hooper, Global Head of Economic Research, and Matthew Luzzetti, Chief US Economist, discuss how the US economy is the furthest away from the Fed’s targets in forty years. This gap, captured by persistently elevated inflation and a historically tight labour market, is likely to necessitate a more aggressive response from the Fed that ultimately leads to a recession by the end of next year. [mehr]

Why a recession by end-2023 should be the base case

11. Mai 2022
Region:
International
Autor:
Matthew Barnard, Matthew Luzzetti, Peter Hooper
Podzept (Podcast series)
9
Peter Hooper, Global Head of Economic Research, and Matthew Luzzetti, Chief US Economist, discuss how the US economy is the furthest away from the Fed’s targets in forty years. This gap, captured by persistently elevated inflation and a historically tight labour market, is likely to necessitate a more aggressive response from the Fed that ultimately leads to a recession by the end of next year. [mehr]

The Fed’s many challenges

11. März 2022
Region:
International
Autor:
Matthew Barnard, Matthew Luzzetti
Podzept (Podcast series)
10
With the Fed trying to achieve a soft landing for an economy weathering both high inflation and geopolitical upheaval, Deutsche Bank Research has adjusted its forecasts for rate increases and balance sheet reduction. Matthew Luzzetti, Chief US Economist, speaks with Matthew Barnard, Director of North American Equity Research, and details the numerous challenges facing the Fed as it attempts to delicately thread this policy needle. [mehr]

New Podcast: The Fed’s many challenges

11. März 2022
Region:
International
Autor:
Matthew Barnard, Matthew Luzzetti
Thematic Research
11
With the Fed trying to achieve a soft landing for an economy weathering both high inflation and geopolitical upheaval, Deutsche Bank Research has adjusted its forecasts for rate increases and balance sheet reduction. Matthew Luzzetti, Chief US Economist, speaks with Matthew Barnard, Director of North American Equity Research, and details the numerous challenges facing the Fed as it attempts to delicately thread this policy needle. [mehr]

Why the speed of impending Fed policy tightening could surprise

19. Januar 2022
Region:
International
Autor:
Matthew Luzzetti, Peter Hooper
Thematic Research
12
In a new report Peter Hooper, Head of Global Economic Research, and Matthew Luzzetti, Chief US Economist, explain that in recent months the Fed has pivoted toward a more aggressive path of exiting from its current ultra-accommodative pandemic emergency policy stance. They highlight that their view has also become considerably more hawkish, with their baseline expecting liftoff in March, four total rate hikes this year, and a rapid drawdown in the balance sheet beginning in Q3. The central message of the note is that we could be in for an even bigger hawkish surprise in the months ahead. [mehr]
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