Fed to Be on 'Hawkish Side' in 2025, Antonucci Says

The transcript discusses the focus on inflation numbers and the Fed's potential rate cuts. It highlights the market consensus on fiscal stimulus and tariffs, predicting their impact on US growth and the global economy. The discussion also covers future rate cuts by the Fed and ECB, and their implications for the economy, including the strength of the dollar.

What is the expected action of the Fed regarding interest rates next week?

What factors are influencing the market consensus about US growth?

What risks are associated with the Fed's rate cuts in the coming year?

What is the significance of the dollar's strength in the context of rate cuts?

How might tariffs impact the European economy according to the discussion?