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Ep 373. Fed Raised 75 bps, Inflation Persistence, and Value Stocks from Midcap Stock Screener

Focused Compounding

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Are We Gonna Have a Recession?

The Fed has all these models and everything and explains, you know what they should do But when looking back and analyzing what happened in the past with the Fed or other central banks They always kind of explain why. It's more are we gonna have a recession and if we do is inflation gonna be a Little bit below 2% or something like you would want it to be You don't want to have a recession have Inflation at the bottom of the recession be you know 3%. That would obviously be alarming because then what do you do? You want to get out of the recession So you cut rates instead when you're over your target How much do you cut rates? How long do you keep

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