

Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley
Feb 1, 2024
Joseph Wang discusses the hawkish Fed conference, asset prices, rates, and the timing of quantitative tightening. They also explore the transmission mechanism of fiscal policy, the role of the discount window, and the bullish outlook for equity markets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Fed's Decision on Interest Rates and QT
02:08 • 15min
Resurgence of Inflation, Fed Policy, and Potential Rate Cuts
17:33 • 4min
Transmission Mechanism of Fiscal Policy and its Impact on the Economy
21:37 • 22min
Encouraging Banks to Use the Discount Window and the Role of the Reverse Repo Facility
43:59 • 4min
Bullish Outlook for Equity Markets
47:57 • 13min
Discussion on the FOMC meeting and market perspectives
01:01:11 • 2min