This episode Danny Dayan joins the show alongside Felix Jauvin for a discussion on the problem the Fed faces as inflation remains too high. Making the argument for another rate hike in 2024 vs consensus of rate cuts, we deep dive into financial conditions, the deficit impact, how the Fed broke the yield curve in 2021 & more. Enjoy!
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Timestamps:
00:00 Introduction
01:21 Forget Rate Cuts, The Fed Will Hike Again
07:40 Financial Conditions Are Too Loose
11:29 Avalanche Ad
12:50 Mantra Ad
19:47 The Fed Broke The Yield Curve In 2021
34:31 Fiscal Deficits & The Credit Impulse
39:25 The U.S Debt Problem
43:09 Why Is China Buying So Much Gold?
47:18 Oil
50:26 How To Trade 2024?
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
