Macro Horizons cover image

Preparing for the Fall

Macro Horizons

00:00

The Fed's Stance on Balance Sheet, Inflation Target, and Equity Market

This chapter discusses the Federal Reserve's willingness to continue running down the balance sheet and their commitment to reaching their 2% inflation target. It explores the impact of quantitative tightening (QT) on market distortions, the influence of the debt ceiling on QT, and the potential for liquidity drain and extended disinflation trend.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app