Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
Introduction
00:00 • 2min
Powell's Press Conference on Banking
01:41 • 2min
The Fed's Rhetoric on Inflation
03:33 • 2min
Jay Powell's Statement on the Banking Situation
05:26 • 2min
The Fed's Consensus on the Fed Rate Hike
07:05 • 2min
The Fed's Fear of the Market
09:31 • 2min
The Feds' Failure to Let Anything Happen
11:43 • 2min
High Yield Credit Spreads Aren't Coming Back Down
13:55 • 4min
The Signal From Equity Markets That We're Pricing in the Recession Now
17:38 • 2min
The Risks of Derivative Products in Commercial Real Estate
19:22 • 3min
The Risk of Offloading Bank Balance Sheets
22:07 • 2min
The Risks of QE in Commercial Real Estate
23:57 • 2min
The Fed's Statement on Rate Cuts
26:05 • 2min
The Market Consensus Is a Moderate Growth or Small Recession
27:56 • 2min
The Fed's Halo on QT
29:35 • 2min
The Liquidity Outlook for May and June 2021
31:51 • 2min
The Risk of a Railing of the Dollar
33:43 • 3min
The Debt Zone and the US Economy
36:26 • 2min
The Fed's Decision to Pause
38:13 • 2min
The Fed's Expectations About Credit Standards
40:28 • 3min
The ECB's Expectations for Credit Contraction
43:07 • 2min
The Fed's Overperformance in Europe and the US
44:49 • 2min
The Fed's Liquidity Model
47:19 • 4min
How to Follow Liquidity Trends in the Global Economy
51:05 • 2min
The Fed's Communication Paved the Way for Policy Action in June
52:43 • 3min
The Fed's Reactive Government Agency
55:18 • 3min