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Pod 25. July FOMC, Rate hikes, and What is happening with markets at all time highs

Unusual Whales

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The Fed's Next Step Is to Out-Hawk the Fed

Shelter and unemployment components just have not given the fed the put the fed in the same sort of dilemma that's facing a lot of other central banks like the ECB or the PBOC. The narrative will soon shift to who will be the first to wind up out-dubbing the fed, which I think is almost every other geographic zone. And one last point is that the so with commodity prices, that's the other thing. Don't conflate the strong apparent demand numbers coming from China for instance as strong consumption numbers.

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