UBS On-Air: Paul Donovan Daily Audio ‘Minutes matter’

UBS On-Air: Market Moves - Podcast készítő Client Strategy Office

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The Federal Reserve will publish the minutes of its December meeting—which is when Fed Chair Powell had a Damascene conversion to dovishness, and fueled a rally across asset classes. The Fed minutes were written and agreed after that, and the nuance may reflect other Fed members’ concerns with the dovish flip-flop.

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