Forward Guidance
Unpacking The Fed & Treasury’s Master Plan | Weekly Roundup
Feb 21, 2025
This week dives into insights from the Fed Meeting Minutes, revealing tensions between monetary policy and the debt ceiling. The discussion covers the Treasury's new issuance strategies amidst quantitative tightening and the challenges of inflation trends affecting markets. Blockchain innovations are highlighted, showcasing a gas-free transaction model. As oil production stagnates, geopolitical influences reshape markets, while crypto lingers in a cautious space. Plus, the hosts share their excitement for the upcoming Canada-U.S. hockey showdown!
48:19
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Quick takeaways
- The recent FOMC meeting minutes indicated a potential pause in balance sheet reduction due to concerns about the looming debt ceiling crisis.
- Fed officials are advocating for a shift towards shorter-duration Treasury bills to better support the bond market dynamics moving forward.
Deep dives
Analyzing the Upcoming Crypto Conference
A major crypto conference is set to take place in New York from March 18th to 20th, attracting institutional investors and professionals in the crypto space. The event promises a range of discussions, including panels and fireside chats featuring notable figures such as Mohamed El-Erian and Jim Bianco. Attendees can expect substantial insights into the current state of the market and future trends, making it a key opportunity for networking and learning. With limited seating available, early ticket purchases are encouraged as the event is likely to sell out quickly.
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