Unusual Whales

Unusual Whales Pod Ep. 24: FEDERAL PAUSES RATE HIKES, The US Dollar Currency Dominance, Liquidity, and Refunding the Treasury

Jun 14, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Last Bear Standing
02:17 • 2min
3
How Markets Have Been Getting Here Since Our Last Panel
04:04 • 2min
4
The Key to Ending the Macro Flows Market
05:54 • 1min
5
The Markets Rallying Confidently Since the Banking Crisis Was Happening
07:24 • 2min
6
Core Inflation Cooling Off
09:09 • 2min
7
The Noise of Inflation
11:14 • 2min
8
The Pros and Cons of a Bear Market
13:30 • 4min
9
The Fed's Preoccupation With Core Inflation
17:07 • 3min
10
The Fed's Positioning in the Markets
19:39 • 2min
11
The Role of Asset Prices in Inflation
22:07 • 2min
12
The Implications of a Pause in the U-S
24:22 • 3min
13
The Importance of Global Tightening
27:14 • 5min
14
The Effects of Poskin on the Market
32:31 • 3min
15
The Fed's Future Inflation Target
35:30 • 2min
16
The Fed's Future of Inflation
37:17 • 2min
17
The Fed's Control Over Inflation
39:09 • 2min
18
The Fed Loses Credibility
41:13 • 2min
19
The Disconnect Between Nominal Growth and the Labor Market
43:02 • 2min
20
The Role of Wage Growth in the Economy
45:22 • 3min
21
The Relationship Between Breath and Volatility
48:30 • 1min
22
The Effects of Reflexive Ball Compression on the S&P
49:51 • 5min
23
The Topping Process and the Future of the Market
54:32 • 2min
24
The Effect of the Debt Ceiling on the Markets
56:52 • 5min
25
The Fed's Reflexivity to Liquidity Depletion
01:01:46 • 3min
26
The Expected Pause in the Dollar World Currency Status
01:04:17 • 2min
27
The Fed's Pause and Hike
01:05:47 • 3min
28
The Dot Plot and the Fed's Inflation Break Evens
01:08:19 • 3min
29
The Fed's Response to the Macro Data Suggests That It's Moving It Along More Substantially
01:11:06 • 2min
30
The Risk of De-Dollarization of the US Dollar
01:12:45 • 2min
31
The Future of the Dollar
01:14:17 • 2min
32
The Role of the Dollar as a Reserve Currency
01:15:54 • 2min
33
The Relationship Between Populism and Inflation
01:18:04 • 5min
34
The U.S. Dollars in Trouble at All
01:23:01 • 4min
35
How Much Does the Market Start to Price in the Fed?
01:27:22 • 2min
36
Hedge Funds and Portfolios Construction
01:29:13 • 2min