The Rate Guy Fed Funds Should Be At 4%
Jul 21, 2024
This episode delves into the upcoming FOMC meeting's impact on interest rates, Fed speeches, cap pricing scenarios, and market volatility. Graph analysis suggests the Fed should start cutting rates now. Discussions cover Fed funds rate models, cap price impacts, Fed forecast analysis, and potential rate cuts amidst economic and political uncertainties.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Political Controversy, FOMC Meeting, and Fed Communications
01:49 • 4min
Analyzing Fed Funds Rate Models and Alignment with Actual Rate Changes
05:30 • 4min
Analyzing Impact of Fed Rate Cuts on Cap Prices
09:25 • 15min
Analysis of Fed's Forecast and Potential Rate Cuts
24:12 • 2min
Analyzing Fed actions, economic data, and potential political changes
26:37 • 3min