This interview with Jim Bianco and Jeremy Schwartz discusses the Federal Reserve’s policy path, whether inflation will actually come down, and if the economy is headed for a no landing. We also delve into the neutral rate, the key election issues for markets, and whether stocks will outperform bonds.
Timestamps:
00:00 Introduction
00:48 Jim & Jack's Assessment Of The Economy
02:58 The Fed & Interest Rates
03:55 Unemployment & The Sahm Rule
06:57 Is Inflation Coming Down?
08:33 Real Interest Rates
11:05 What Is The Neutral Rate?
14:21 The Pace Of The Cutting Cycle
18:41 Election Insights
20:55 Deficits Are The Key Issue
23:11 Will Stocks Outperform Bonds?
Talking Data