They may get back in. Conditions have to worsen. If something dramatic happens. Or inflation has to majorly overshoot their level. They dont want to be the reason the markets fall off but they also dont want to be the reason they go up. They are not going up or down. They will probably try to stay out of the spotlight. Jonathan joining me around the table, diana amoa, gregory peters, and in london, Andrew Chorlton. Andy, your thoughts on the threshold to bring the fed back to the table in 2020 . Andy i think if we put aside what happened overnight, because i think that is much more complex, otherwise, i dont think the fed is coming back to the table anytime soon. I think the same can be said of basically all Central Banks in the g7. No one is expecting anything from anyone. We are in a very benign period, absent any further escalation to political issues. Jonathan diana, is that your take . Diana for now, for the first half of the year we are likely to see the fed remain on hold. In th
The fed make it pullback in. They make it pullback. Conditions have to worsen. If something dramatic happens. Or inflation has to majorly overshoot their level. They dont want to be the reason the markets fall off but they dont want to be the reason they go up. They do nothing in an election year. They will probably try to stay out of the spotlight. Jonathan joining me around the table, our guests. Andy, your thoughts on the threshold to bring the fed back to the table in 2020. Andy i think if we put aside what happened overnight, because i think that is much more complex, otherwise, i dont think the fed is coming back to the table anytime soon. I think the same can be said of basically all Central Banks in the g7. No one is expecting anything from anyone. Period,n a very benign absent to political issues. Jonathan diana, is that your take . Diana for the first half of the year we are likely to see the fed remain on hold. In the second half of the year, we could see them come back into
They will not clear that any time soon. The fed may get old back in. They may get pulled back. Conditions have to worsen. If something dramatic happens. Or inflation has to majorly overshoot their level. They dont want to be the reason the markets fall off but they dont want to be the reason they go up. The economy is going up. As long as the economy is ok. They do nothing in an election year. They will probably try to stay out of the spotlight. Jonathan joining me around the table, diana amoa, gregory peters, and in london, Andrew Chorlton. Andy, your thoughts on the threshold to bring the fed back to the table in 2020. Andy i think if we put aside what happened overnight, because i think that is much more complex, otherwise, i dont think the fed is coming back to the table anytime soon. I think the same can be said of basically all Central Banks in the g7. No one is expecting anything from anyone. We are in a very benign period, absent to political issues. Jonathan diana, is that you
The threshold is extremely high. Impossibly high. They may get back in. Conditions have to worsen. If something dramatic happens. Or inflation has to majorly overshoot their level. They dont want to be the reason the markets fall off but they dont want to be the reason they go up. They are not going up or down. They will probably try to stay out of the spotlight. Jonathan joining me around the table, diana amoa, gregory peters, and in london, Andrew Chorlton. Andy, your thoughts on the threshold to bring the fed back to the table in 2020. Andy i think if we put aside what happened overnight, because i think that is much more complex, otherwise, i dont think the fed is coming back to the table anytime soon. I think the same can be said of basically all Central Banks in the g7. No one is expecting anything from anyone. We are in a very benign period, absent any further escalation to political issues. Jonathan diana, is that your take . Diana for the first half of the year we are likely t
Yes, inflation has come down. We have gone through a string of lower inflation. I do not think it dissuades the fed from doing what they had planned to do. The fact that inflation is being made out the way it is and the decision could be driven by it, i assume that they will not be data dependent. It is going to be employment and other things driven, which is doing very well. The fact that they may not tighten or may take remedial measures because of low inflation, that is news. Yellen is getting dovish and the market has gotten a little short as well. And it plays into that and trend and the market has gotten , a little short as well. I think this is a fed the has to wait until they see the whites of the eyes of inflation before they raise rates again. I think we have to understand what kind of environment we are and it is still supportive of being in risk assets. Theres a lot of complacency in the risk market and i wonder when the fed actually does raise rates and starts to reduce th