Unusual Whales cover image

Unusual Whales Pod #9: CPI, Macro, the Federal Reserve, and Inflation

Unusual Whales

00:00

Is the Fed Going to Pause?

Kapi: The Fed has printed a bunch of QE. They've done like minimal QT, that I haven't had their own targets. And at some point, and I don't know when, but at some point they're going to pause. Kapi: Oil is going to 200 on the way probably in a blow off to 500. None of their tools work with 200 dollar oil. If they accept relatively high inflation and they pause, I think equity markets go screaming out of control.

Play episode from 44:00
Transcript

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