The Compound and Friends cover image

We Just Might Pull This Off

The Compound and Friends

00:00

Can the Bond Market Force the Fed's Hand?

I think employers are feeling less anxiety about whether or not they'll be able to find labor. And the thing that we've been harping on this whole year too is that inflation expectations have basically hovered around 2%. The big question is, can the bond market force the Fed's hand? I actually- To cut rates. Well, so let's talk about calling the Fed's bluff. Let's do it.

Transcript
Play full episode

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