FOMC Minutes Recap, China Market Fears Grow

The podcast discusses the concerns of the Federal Reserve regarding inflation risks and the need for further tightening of monetary policy. It also explores the weakening Japanese yen, China's market developments, the possibility of a government shutdown, and updates on Trump's trials. Guest Nancy Curtin evaluates the impact of the Fed's tone on portfolio management. The chapter concludes with an analysis of earnings performance and concerns about China's market.