

The Fed Could Cut in March, But Why Would They
Jan 15, 2024
On this episode of the podcast, they discuss the odds of a Fed rate cut in March, the ups and downs of the 10 Year Treasury, and the Bank Term Funding Program. They also explore the implications of a rate cut, challenges for regional banks, and potential scenarios and concerns. Additionally, they talk about the potential for a shallow recession and the correlation between an inverted yield curve and an economic downturn.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Chances of Rate Cut and Treasury Rates
02:40 • 3min
Discussion on Bank Term Funding Program and Implications for Regional Banks
05:46 • 4min
Scenarios and Concerns
10:03 • 5min
Considering the Potential for a Shallow Recession and Timing Between an Inverted Yield Curve and a Recession
14:59 • 3min