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Pod 20: March FOMC, Banking Collapses, Jerome Powell, 25 bps, and the Fed Navigating Sticky Inflation

Unusual Whales

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Is the Fed Really Trying to Bring Down Asset Values?

The Fed is going to continue to quote unquote cell calls not actually so call this is, you know, metaphorical in the sense that they really want to put a top on this market. And markets are basically where they were when this all started. Quick round trip, yet yields are significantly lower. That is not what the Fed wants at all. They wanted to kind of backstop these banks but they want equity markets lower and I think that's something to be very cognizant of.

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