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Unusual Whales Pod #7: FOMC and another 75 bps rate hike with macroeconomic experts

Unusual Whales

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The Fed Needs an Out of the Box Solution to the Inflation Problem

Wetl: I am in violent agreement with everything you said. And yet, that's kind of my base case right now,. Because what i think powell's made really clear is he's not going to be remembered as the arthur burns or, you know, bill miller of our, of our generation, right? Wetl: What if there was a desired shape of the yield curve where it was three % in the front, ix % in the back? That targets wealth effects and targets inflationary effects, while still keeping interest margins positive.

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