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Forward Guidance
Growth Scare Hits U.S. Economy | Barry Knapp on Fed’s “Quadrilemma,” Lehman Brothers, and Job Market
Jun 13, 2024
01:19:37
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Financial expert Barry Knapp discusses the Fed's policies, Lehman Brothers retrospective, interbank lending market, and the role of Fannie & Freddie in subprime securitized products. Delve into the moral hazard in the banking system before the Great Financial Crisis (GFC) of 2008 and Lehman's exposure to commercial real estate.
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Quick takeaways
- Shift in market sentiment towards potential recession despite strong stock market performance and low unemployment rates.
- Positive outlook for capital spending cycle driven by favorable conditions like tax policies and supply chain restructuring.
Deep dives
Market Perception and Recession Fears
Amid discussions about a potential recession, a shift in market sentiment is noted, influenced by recent economic data differing from earlier recession expectations. The stock market performed well, unemployment rates remained low, but concerns over weaker GDP prints and job data signaled a shift in market dynamics, potentially hinting at emerging growth concerns.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode