2023 Top 500 ranking: 8
FOMC members plan to reduce the Fed’s balance sheet this year and gave recently some precisions about how they will do.
Even if the reduction of the Fed’s balance sheet will take place very gradually, the amount of Treasury securities that non-Fed investors will be very large. Moreover, the evolution of the Chinese FX policy will be crucial.
Macroeconomic forecasts as of 12 April 2024
”The BoJ does not have the right conditions to hike in 2024 or 2025.”
”Market sentiment may remain positive if we don’t see an economic slowdown and inflation also doesn’t surprise. However, areas of excess have built up, and underscore the need to remain vigilant.”
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