About this episode

Matthew Luzzetti and Matthew Raskin discuss the potential for Fed rate hikes in 2026 and the factors influencing market pricing.

In the Macro MATTers podcast, Matthew Luzzetti (Chief US Economist) and Matthew Raskin (Head of US Rates Research) discuss recent events moving markets.In this episode, they discuss the recent sharp repricing in markets towards expectations of Fed rate hikes. They debate both the fundamental conditions that could lead to this outcome as well as how to think about current market pricing and the rise in long-term yields

People in this episode

Host: Matthew Luzzetti

Guest: Matthew Raskin

Topics covered

• Fed rate hikes
• market expectations
• long-term yields
• economic conditions
• US rates

Mentioned in this episode

Organizations: Deutsche Bank Research Institute

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