

Fed's 50 and Our Forecast
Sep 20, 2024
Martin Wurm, Director of Economic Research at Moody’s Analytics, shares insights on the Fed's unexpected 50 basis point rate cut. He discusses the balancing act the Fed must perform between inflation and employment. The conversation dives into the impact of these cuts on the housing market, revealing a surge in mortgage applications. Wurm emphasizes the importance of the Fed's independence amidst political influences, while the team plays a fun statistics game, unraveling the mysteries behind a striking 14.2% figure linked to the economy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Fed Cuts Interest Rates: A Shift in Monetary Policy
01:55 • 12min
Fed Rate Cuts: Decisions and Implications
14:10 • 24min
Navigating Neutral Rates
37:51 • 15min
Independence of the Fed
53:15 • 5min
Exploring the Mystery of the 14.2% Statistic
58:05 • 2min
Surge in Mortgage Applications Following Rate Changes
59:50 • 2min
Navigating the Evolving Housing Market
01:01:40 • 9min