Kathy Bostjancic

‎Director, U.S. Macro Investor Services at Oxford Economics
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  • Waller has been instrumental in helping shape Bullard’s view about the U.S. shifting into a low growth, low inflation and interest rate regime.

  • The FOMC policy statement will shift to a dovish tone that aligns with recent Fed speak. It will signal a pause in rate hikes by removing the reference to 'some further gradual' rate increases and modifying or removing the balance of risks assessment.

  • The number of current voting members in the hawkish camp is rising and far outnumbers those in the dovish camp.

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