MacroBrew - US: Is the Strong Data a Macro Game Changer or a Fade?

Our Cross-Asset Macro Strategist discusses whether the strong US data is a macro game changer.

  • We discuss the drivers behind the market move in February
  • Year-on-Year inflation has started to pick up, and consumer sentiment also looks to be picking up from the lows
  • Could the economy handle the higher for longer Fed narrative?

In our latest Fireside Chats podcast, we speak with Charlie McElligott, Managing Director - Cross-Asset Strategy, to ask him if the strong US data is a macro game changer. We discuss whether the latest data surprises will impact the US outlook, how far the rates re-pricing can go and where the next market narrative could fall.


    Charlie McElligott

    Charlie McElligott

    Cross-Asset Macro Strategist


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