Rebel Capitalist News ALERT: No One's Ready For What The Fed Will Do Next
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Jun 25, 2025 The discussion kicks off with a deep dive into the Fed's current stance and the looming threat of inflation. Experts critique the Fed's predictive failures, contrasting it with hedge fund accountability tactics. There’s a thought-provoking look at how monetary policy shapes the labor market and housing dynamics, urging listeners to rethink popular economic narratives. Finally, practical investment strategies are explored for navigating uncertainty in the economic landscape, alongside a teaser for an insightful upcoming webinar.
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Fed's Echo Chamber Limits Accuracy
- Federal Reserve officials tend to conform to mainstream economic views to maintain their jobs and avoid risk.
- This echo chamber culture suppresses dissenting opinions even if they are more accurate forecasts.
Housing Weakness Tied To Economy
- Falling new home sales signal housing market weakness that isn't primarily caused by mortgage rates or prices.
- Weak labor market and economy are the main culprits behind reduced housing demand despite historically moderate mortgage rates.
Housing Costs Will Drag Inflation Lower
- Falling home prices and rents will soon subtract from inflation measures, creating a strong disinflationary force.
- This challenges Fed Chair Powell's view that inflation will rise due to tariffs and supports a shift toward easing monetary policy.