Unusual Whales

Unusual Whales Pod 40: Fed Hold Rates; Inflation, Housing, and Unemployment

Jun 14, 2024

Macroeconomic experts Joseph Wang, Thelastbearstanding, and Bob Elliott discuss inflation trends, rate cuts, housing affordability, and global central bank actions. They analyze the impact of risky lending activities, political changes, and stock market activity on the economy. The podcast also covers Federal Reserve projections, market dynamics, and the upcoming election's impact on markets.

01:29:00

Creator website

Episode guests

Bob Elliott

Thelastbearstanding

Joseph Wang

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Episode notes

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Quick takeaways

Debates on potential rate cuts by the Federal Reserve due to mixed economic signals and rising unemployment rates.

Insights into corporate defaults, small business financial health, lending trends, and the dynamic relationship between inflation and interest rates.

Analysis of nonfarm payroll and wage figures, data accuracy impacts on future rate cuts, and the influence of political shifts on monetary policy decisions.

Deep dives

Fed's Approach to Rate Cuts Amid Economic Data Review

The discussion centered around the Federal Reserve's potential for rate cuts as the economy faces mixed signals. Views varied on the timing and extent of these cuts, with predictions ranging from two to three cuts this year. Factors like rising unemployment rates and the impact of global trends on the Fed's decisions were considered significant for potential rate adjustments.

Intro

2min

Discussion with Finance, Volatility, and Macro Strategy Experts

2min

Analysis of Recent Economic Indicators and Inflation Trends

7min

Global Central Bank Rate Cuts and the Federal Reserve

5min

Housing Affordability, Interest Rates, and Market Dynamics

15min

Shift of Risky Lending Activities and Implications on the Economy

10min

Analysis of Inflation, Rate Cuts, and Political Impact on the Economy

17min

Debating Stock Market Activity and Market Stability

7min

Federal Reserve Projections and Market Dynamics

20min

10.

Panelists' Closing Thoughts and Election Impact

5min

Unusual Whales Pod Ep. 40: Fed Hold Rates; Inflation, Housing, and Unemployment

This episode of Unusual Whales Pod was recorded live onJune 12th, 2024. Our Hosts are joined by Macroeconomic experts to discuss the continued rate pause, the probability of rate cuts in 2024, Bonds and Commodities, as well as the overall economic outlook in the United States for the latter half of 2024.

Panel:

Joseph Wang https://twitter.com/FedGuy12

Thelastbearstanding https://twitter.com/LastBearStandng

Bob Elliott https://twitter.com/BobEUnlimited

Michael Green https://twitter.com/profplum99

Cem Karsan https://twitter.com/jam_croissant

Hosted by:

Nicholas FNS: https://twitter.com/NicholasFNS

Unusual Whales: https://twitter.com/unusual_whales

This Pod is not financial advice. Unusual Whales Inc. is not registered as a securities broker-dealer or an investment adviser with the U.S. Securities and Exchange Commission, the Financial Industry Regulatory Authority (“FINRA”) or any state securities regulatory authority. The stock market is risky, and any trade or investment is expected to have some, or total, loss. Please do research before any trade. Do not use this information for financial decisions or for investing. You should consult your legal or tax professional regarding your specific situation.

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