

The Fed Hits Pause
Jan 31, 2025
Discover the latest findings on the equilibrium long-term interest rate and how it relates to the Fed's recent pause in adjusting rates. The discussion navigates through recent economic data, revealing insights on GDP growth, consumer spending, and inflation trends. Delve into the implications of the Fed's balance sheet normalization and the dynamics of Quantitative Tightening. Uncertainties around tariffs and immigration policies also shape the exploration of future monetary policy directions, making for an enlightening conversation.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 4min
Economic Insights and Federal Reserve Updates
03:48 • 3min
Economic Data Insights: GDP Growth and Consumer Trends
07:08 • 11min
Analyzing the Employment Cost Index and Inflation Trends
18:32 • 2min
Federal Reserve Insights: Economic Stability and Interest Rates
20:45 • 6min
Navigating Financial Conditions and Interest Rates
27:02 • 27min
Analyzing the Federal Reserve's Balance Sheet Dynamics
53:58 • 6min