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Macro MATTers: The outlook for the US economy and rates after the recent curve steepening

Matthew Raskin

Matthew Luzzetti

Matthew Barnard

In this episode
In the latest Podzept episode from Deutsche Bank Research, Matthew Barnard sat down with Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) to discuss key topics around the US economy, interest rates and the health of the consumer. More specifically, they talk through their baseline views for a first half 2024 recession, the outlook for rates, the changing slope of the yield curve, and more.

Macro MATTers: The outlook for the US economy and rates after the recent curve steepening
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What we discuss
  • If we have a recession, why it is likely to be very mild?
  • What is going to be the trigger for the Fed to start cutting rates?
  • What is the outlook for US interest rates and what factors are shifting the slope of the yield curve?
  • What are the key up and downside risks to our forecasts?
     

 

 

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