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Forward Guidance
Just How Interest Rate Sensitive Is The U.S. Economy? | Jeremy Schwartz & Professor Jeremy Seigel (Jack’s Guest Appearance On Behind The Markets Podcast)
Sep 12, 2023
50:57
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Jeremy Schwartz, Chief Investment Officer of WisdomTree, and Professor Jeremy Seigel, renowned finance professor at Wharton, talk about the labor market, stock market, interest rate sensitivity of the U.S. economy, and the banking system. They explore the relationship between interest rates and the unemployment rate, the impact of rising interest rates on banks and the market, and the worrisome trend of banks modifying and extending loans.
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Quick takeaways
- The labor market is experiencing a loosening trend with increased demand and higher productivity.
- Rising interest rates pose challenges for banks in terms of fixed income securities, net interest margins, loan re-pricing, and deposits.
Deep dives
Discussion on the current state of the labor market
The podcast episode explores the latest employment report and its implications on the labor market. The hosts discuss the decrease in hiring, the rise in unemployment rate, and the increase in labor force participation. They highlight the loosening of the labor market, which the Federal Reserve sees as positive due to increased demand and higher productivity.
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