Unusual Whales cover image

Pod 22: 5.0% CPI, the Macro + banking landscape, rate hikes or pauses, the federal reserve's decisions and inflation

Unusual Whales

00:00

The Fed's Expected Rate Cuts Are Helping Financial Stability

I think the strains are just going to continue to mount as the year progresses rather than, you know, than just dissipate and lead to another rebound. The Fed is in an awkward position where if they don't follow through on the rate cuts that the market expects, then you could see an increase in long-term yields from their currently like deeply inverted level. Does anybody have anything to add to Lesperd? I would agree that we're going to have a sort of traditional banking crisis and just kind of have a contagion from here.

Play episode from 01:00:44
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app