
148. Q3 Market Outlook, France on Fire, SCOTUS Strikes Affirmative Action
Alfalfa Podcast
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The Fed's Quantitative Tightening on Interest Rates Could Still Happen
We haven't seen tightening take effect like when that debt selling happened in the treasury had a like oh shit we're running out of money. I think they're gonna hold interest rates you know at least two more hikes could be more into twenty twenty four if core inflation doesn't stop can i bring one thing up in and this will influence interest rate conversation could not matter at all? We have to act inflation reduction act which is going to continue for the next five plus years talking hundreds of billions if not trillions of dollars getting pumped in. never mind like cutting social security well that is one side that we kind of ignored was like the fiscal stimulus, he says.
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