On today's episode of "On the Margin", Juliette Declercq Founder of JDI Research joins the show for a discussion on the Fed tightening cycle.
Contrary to many analysts, Juliette expects a soft landing in 2023 with the labor market remaining resilient as the Fed continues tightening. Juliette makes the case that inflation will continue to roll over throughout 2022 and into 2023, continuing the recent CPI & PPI prints that beat analyst expectations. To hear all this and more, you'll have to tune in!
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Timestamps:
(00:00) Introduction
(00:31) Preparing For A Soft Landing
(04:54) Inflation
(09:46) Progressing Through The Tightening Cycle
(13:52) Powell Channeling His Inner Volcke
(17:09) The Housing Market
(23:16) Circle Ad
(24:36) The Bullwhip Effect
(31:33) Have We Reached A Bottom In Stocks?
(44:06) Inflation In The US vs Europe
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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.
