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Shocking Implications from Viral GDP Report
For those in the Soft Landing USA camp, there was everything in today's Q4 2023 GDP report. Growth rate, consumers, an even more solid dose of disinflation. Near perfect Goldilocks. So why wasn't it taken that way in the market? Some answers from Europe.
Eurodollar University's Money & Macro Analysis
Bloomberg Lagarde Says It’s Likely ECB Will Cut Rates in Summer
https://www.bloomberg.com/news/articles/2024-01-17/davos-2024-lagarde-says-agressive-rate-cut-bets-don-t-help-ecb
ECB Monetary Policy Statement
https://www.ecb.europa.eu/press/pressconf/2024/html/ecb.is240125~db0f145c32.en.html…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.