Inflation Insights and Fed Strategies

This chapter explores the Federal Reserve's upcoming meeting in Jackson Hole and its implications for inflation and interest rate strategies. The discussion highlights the varied effects of inflation on consumers, the labor market's challenges, and the importance of understanding market predictions amid economic realities.

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IN THIS EPISODE, YOU’LL LEARN:

01:45 - Nancy’s predictions on the forward guidance from the most recent FED meeting in Jackson Hole, which was kicking off at the time of this recording.
05:59 - What Nancy watches to determine if inflation has peaked.
09:42 - Which indicators does Nancy pay the most attention to.
11:08 - How to use the volatility markets to hedge against inflation.
25:28 - The basics of bond convexity.
27:36 - Opportunities for when inflation and interest rates move towards parity.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Quadratic Capital Website.
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Trey Lockerbie Twitter.

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