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Patrick Saner

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Head Macro Strategy @SwissRe. Former World Bank, SNB and UBS. Views are my own/personal.

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  • Fed funds futures are pricing in about 60bps of rate cuts until the end of the year. Meanwhile, US core CPI is running at 5.5% YoY currently. How is this possible? When will/can the Fed start cutting rates? Some historical evidence that can serve as
    by Patrick Saner
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  • Markets Aren't Buying What the Fed Is Selling. There's a Good Reason.
    by Stephen Miran
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Patrick Saner @patrick_saner · May 19, 2023
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Nice article. In many ways, the market believes the Fed, just not in the way the Fed wants 😉
Article May 19, 2023
Markets Aren't Buying What the Fed Is Selling. There's a Good Reason.
by Stephen Miran
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