The Fed Leaves Rates Unchanged, Stickier Inflation & Finally M&A

Nov 7, 2023

The podcast discusses the Fed leaving rates unchanged, Jamie Dimon's hawkish stance, adjustable-rate mortgage demand jumping nearly 10%, Wells Fargo warning of a 1980s style recession, and the expected increase in M&A activity as companies run out of money.

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Introduction

00:00 • 2min

Recording Mix-up and Positive Reviews

01:44 • 10min

Fed takes wait-and-see approach

11:14 • 15min

Understanding Small Cap, Mid Cap, and Large Cap Companies

25:44 • 2min

Casual Conversation and Merchandise

27:16 • 5min

Discussion on Stickier Inflation and the Fed's Possible Rate Increases

32:06 • 2min

The Impact of Quantitative Tightening on Treasury Yields and a Sponsor Ad

34:05 • 3min

The Current State of the Inverted Yield Curve

37:20 • 16min

Mergers and Acquisitions in Uncertain Times

53:13 • 16min

The boys called it, The Fed has left rates unchanged. Granted, it wasn't that hard of a call as all the data seemed to suggest that was the overwhelming likely result. Yet, somehow Jamie Dimon came out sounding hawkish after Jerome Powell came out dovish. Adjustable-rate mortgage demand jumps nearly 10% and Wells Fargo is now warning of a 1980s style recession. Confused, don't be. Saied, Chris and Haroon are here to break it all down and make sense out of all this chaos. All facts, no cap. Bars.

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Resources:

The Federal Reserve leaves rates unchanged. Here’s what that means for your wallet (CNBC)

JPMorgan CEO Jamie Dimon suspects Fed 'may not be done' raising rates amid 'stickier' inflation (Yahoo! Finance)

Adjustable-rate mortgage demand jumps nearly 10% as buyers struggle to afford housing market (CNBC)

M&A to explode in 2024 as roughly 1,200 companies are expected to run out of money (Yahoo! Finance)

Housing Market Crash: Wells Fargo Warns of 1980s Recession (Investor Place)

Private sector payrolls rose 113,000 in October, less than expected, ADP says (CNBC)

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