Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of Marc To Market joins us to discuss a major revision by the Atlanta Fed, which downgraded its Q1 GDP growth forecast from over 2% to -1.5%. Marc interprets this significant change in the forecast, highlighting weak economic data and declining real personal consumption rates as key contributors to this adjustment. 

With U.S. interest rates falling, Marc explains the inverse relationship seen in the bond market rally, driven by market fears and uncertainties regarding tariffs and U.S. equity markets. 

He dives deep into the complexities of market expectations for Fed policy adjustments, including forecasts for multiple rate cuts by June and September. Global trade tensions are another focal point, particularly concerning the confusion around the timings and sectors affected by new tariffs. Marc elaborates on the potential impact of these tariffs on the U.S. and global economies, positing that these actions could lead to long-lasting changes in global supply chains and international relations. 

We also preview major upcoming economic data releases, including U.S. Jobs data for February, Eurozone CPI reports, and the European Central Bank’s anticipated rate cuts. Finally, Marc contemplates the broader economic environment, discussing risks of a recession amid market uncertainties, debt levels, and ongoing policy changes.

Click here to visit Marc’s site - Marc To Market.