Forward Guidance

“Get Used to 3-4% Inflation and 4-5% Interest Rates” | Jim Bianco on Fed’s June Meeting and Resilient U.S. Economy

4 snips
Jun 12, 2024
Guest
Jim Bianco
Financial analyst Jim Bianco discusses the potential for 3-4% inflation and 4-5% interest rates, highlighting the Federal Reserve's position on higher inflation. The podcast explores the implications of diverse opinions within the Fed, the impact of a statement on inflation slightly above the 2% target, and the analysis of U.S. economy's reliance on the medical field for job creation. Additionally, it delves into economic data, recession predictions, and the performance of actively managed bond ETFs.
Ask episode
Chapters
Transcript
Episode notes
1
Intro
00:00 • 3min
2
Federal Reserve Meeting Insights
03:29 • 14min
3
Analyzing Inflation, Interest Rates, and Fed's Position on Higher Inflation World
17:41 • 4min
4
Implications of a Statement on Inflation
22:00 • 4min
5
Analyzing Surveys and Inflation Outlook
25:40 • 19min
6
Analysis of U.S. economy's reliance on the medical field for job creation and resistance to automation
45:08 • 2min
7
Analyzing Economic Data and Recession Predictions
46:53 • 13min
8
Actively Managed Bond ETFs Performance Analysis
59:25 • 9min