Impending Tariffs and Market Complacency

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Joseph Wang of FedGuy.com returns to Monetary Matters to share his view that markets are insufficiently discounting the large and significant tariffs that the Trump Administration will implement shortly. Joseph and Jack also review the January Fed meeting, with Joseph noting that Fed chair Powell might be significantly more dovish than the FOMC committee. Joseph explains why he is bearish on stocks and bullish on bonds and gold (and short-term interest rates). Recorded on January 30, 2025.

Follow Jack Farley on Twitter https://x.com/JackFarley96

Follow Joseph Wang on Twitter https://x.com/FedGuy12

Joseph’s website: https://fedguy.com/

Pieces discussed:

“The Plan”: https://fedguy.com/the-plan/

“It is a Good Day to Tariff”: https://fedguy.com/it-is-a-good-day-to-tariff/

“Shifting Flows”: https://fedguy.com/shifting-flows/

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