Forward Guidance

Jim Bianco & Joseph Wang on November Fed Meeting: Much Higher For Much Longer!

Nov 3, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
The Cumulative Tightening Meeting at the Fed
03:02 • 3min
3
The Doves and the Cumulative Effect of the Fed's Rate Hikes
06:02 • 3min
4
The Fed's Statement on the T. Year Treasury Yield
08:50 • 5min
5
Average Hourly Earnings: The Fed's Job Is Difficult
14:17 • 3min
6
The Productivity Problem in the United States
16:58 • 4min
7
The Powell Yield Curve and the Fed's Decision to Hike
20:49 • 2min
8
The Fed Yield Curve Inverted
23:18 • 5min
9
Algrand's Decipher 2022 in Dubai
28:06 • 3min
10
The Fed's Argument for a Soft Landing
31:23 • 2min
11
The Importance of a Long Term Speech
33:20 • 5min
12
How to Get Inflation Under Control
37:57 • 2min
13
The Importance of a Credible Fed
40:00 • 3min
14
The Treasury Buyback Program Is Not Coming Until 2023
43:15 • 2min
15
The Future of the Treasury Liquidity Problem
44:52 • 6min
16
The Cynical Take on Hedge Fund Managers
50:22 • 2min
17
The Total Losses in the Bond Market
52:37 • 3min
18
The Role of Foreselling in the Bond Market
55:23 • 2min
19
The Distress of the Markets
57:09 • 4min
20
The Political Dimension of the FOMC
01:01:35 • 2min