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The Geopolitical Shifts Shaping the Economy, Feat. Demetri Kofinas

The Breakdown

00:00

The Fed's Aggressiveness

i still don't see any evidence for the fed pivoting any time soon. The federal reserve cares much less about using monetary policy as a tool for sustaining asset prices. If acet prices decline too far, i e they're going to have to institute some types of fiscal policies. I think monitary policy is a blunt tool for solving issues and for dealing with issues of liquidity. Aliquidity capital allocation is no longer going to be an isolated thing.

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