Real Vision: Finance & Investing Will the Fed Continue to Embrace a Longer-Term Hawkish Stance?
Sep 17, 2023
Discussion on the Fed's outlook post-Jackson Hole Conference, analyzing forward guidance and economic fragility. Exploring now cast models for US economic growth and inflation pressure. Delving into complexities of measuring inflation, including shelter in the inflation basket, and growth of monetary aggregates. Assessing likelihood of future rate hikes and closing with a mention of upcoming content and an ad for European Wax Center.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Jackson Hole Conference and the Importance of Guidance
01:32 • 9min
Analyzing the Fed's Forward Guidance and the Fragility of the Economy
10:19 • 3min
Now Cast Models and Economic Growth
13:04 • 11min
Understanding and Assessing Inflationary Pressures
24:15 • 3min
Inflation Target and the Role of Shelter
27:21 • 9min
The Growth of Monetary Aggregates and Its Connection to Inflation
36:19 • 17min
Assessing the Likelihood of Future Rate Hikes
53:43 • 2min
Closing Segment and European Wax Center Ad
55:15 • 2min