This interview with Jim Bianco and Jeremy Schwartz discusses the Federal Reserve’s policy path, whether inflation will actually come down, and if the economy is headed for a no landing. We also delve into the neutral rate, the key election issues for markets, and whether stocks will outperform bonds.
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Timestamps:
(00:00) Introduction
(00:48) Jim & Jack's Assessment Of The Economy
(02:58) The Fed & Interest Rates
(03:55) Unemployment & The Sahm Rule
(06:57) Is Inflation Coming Down?
(08:33) Real Interest Rates
(11:05) What Is The Neutral Rate?
(14:21) The Pace Of The Cutting Cycle
(18:41) Election Insights
(20:55) Deficits Are The Key Issue
(23:11) Will Stocks Outperform Bonds?
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets
