Forward Guidance The Fed’s Inflation Fight Isn’t Over | Jim Bianco & Samuel Rines (Camp Kotok)
Aug 10, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 4min
The Stickiness of Services Inflation
04:23 • 5min
The Fed's Expected Rate Hikes on the Long End
09:11 • 3min
The Fed's Decline on Core Inflation
12:03 • 2min
The US Consumer Pushes Through the Recession
14:02 • 3min
The Fed's Long and Variable Lags
17:27 • 2min
The Importance of Paying Attention to Currency Markets
19:17 • 3min