Supply Shock Inflation Remains High, Will The Fed Cut Rates In 2024? | Weekly Roundup
Mar 16, 2024
This podcast delves into hot inflation prints and the Fed's potential rate cuts in 2024. It covers market implications, credit concerns, and comparisons to the 2001 market scenario. They explore plays in higher rates environments, Clear Loop's solution, Kinto's platform updates, and Michael Saylor's involvement in the crypto market. The discussion also touches on institutional involvement in the crypto market, evolving narratives, and policy changes for the future.
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Inflation and Markets
- Recent CPI and PPI reports indicate inflation might be picking back up, not going down to 2%.
- This could cause short-term market bumps but benefits leveraged balance sheets long-term.
Market Sell-off and Tech Rotation
- Markets, including crypto, might have sold off partly due to over-leveraged positions.
- Large-cap tech rotation into other market sectors like IWM is happening.
Long-Dated Treasury Yields
- Long-dated treasury yields, like the 10-year and 30-year, haven't moved significantly.
- Watch these yields for signs of significant inflation changes, but it currently seems like a minor blip.