Unusual Whales cover image

Unusual Whales Pod Ep. 30: Fed FOMC Pause Continues, Treasuries, Bonds, National Deficit, and Macroeconomic Outlook

Unusual Whales

00:00

The Tug of War between Fiscal and Monetary Factors

The chapter analyzes the impact of raising interest rates in a low versus high public debt environment, highlighting the balanced outcome of fiscal and inflationary effects in the United States. It also discusses the correlation between asset prices, tax receipts, and the fiscal deficit. Furthermore, it examines the Treasury's consideration of raising the share of bill issuance and the potential impact on financial conditions.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner