Institute of International Finance April 25, 2024

Global Macro Views: The 2024 Spring Meetings

· Clay Lowery

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About this work

Discussions at the 2024 Spring Meetings combined concern about fragmentation and political risk with recognition of US economic strength. That resilience also complicated the outlook for monetary easing. A prolonged period of high Federal Reserve rates could strengthen the dollar, raise borrowing costs and weaken the prospects for international capital flows.

Abstract

Discussions at the 2024 Spring Meetings combined concern about fragmentation and political risk with recognition of US economic strength. That resilience also complicated the outlook for monetary easing. A prolonged period of high Federal Reserve rates could strengthen the dollar, raise borrowing costs and weaken the prospects for international capital flows.

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Jonathan Fortun, Clay Lowery (2024). Global Macro Views: The 2024 Spring Meetings. Institute of International Finance.