HomeMarketsIndicesFiscal Deficit, Manufacturing Renaissance, & A Shrinking Balance Sheet

Fiscal Deficit, Manufacturing Renaissance, & A Shrinking Balance Sheet

How does a resilient labor market impact the Federal Reserve's decisions? Will inflation go back down to 2%? Paul Gruenwald weighs in on the fiscal deficit, as well as a possible manufacturing renaissance in the U.S. The Fed is also shrinking its balance sheet and selling bonds back into the market. Gruenwald also weighs in on the Bank of Japan or the BOJ versus other global central banks.

Futures

03 Oct 2023

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