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[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Capital Allocators – Inside the Institutional Investment Industry
The Fed's Communication With the Financial Media
The Fed gets criticized for their communication, and I have to say over the past 18 months, they have been so transparent and so clear about what they're trying to do. And yet up until recently markets were fighting it. You had this extraordinary event in March 2017, where Janet Yellen thinks that her Federal Open Markets Committee have made it abundantly clear that they're going to hike in March. But then you get to the end of the year and contrary to expectations, the Republicans have delivered a tax cut. So we can huff and puff about balance sheets or we can say, what are these people most likely to do in their seat? What are their incentives? That's the key point
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