MacroBrew - US Debt Limit: Is It Worse Than 2011?
We discuss the US debt limit and what economic and monetary policy impact the uncertainty could have, as well as political risks and what it means for FX and rates markets.
- We explore what the impact of the uncertainty is on the Fed, and how markets are handling this tension
- It’s likely risk premia will continue to increase amid a challenging risk environment
- If we see the US downgraded by another rating agency, things will be different to 2011 with bigger implications
In our latest MacroBrew podcast, we speak with Craig Chan from the FX Strategy team, Aichi Amemiya from the US Economics team and Samira Fazili from the Public Policy and Government Affairs team about the US debt limit. We discuss how much of an economic and monetary policy impact the uncertainty could have, political risks and what it means for FX and rates markets.
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Contributor
Craig Chan
Global Head of FX Strategy
Aichi Amemiya
Senior US Economist
Samira Fazili
US Public Policy and Government Affairs
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