Forward Guidance Jay Powell’s Plan To Kill The “Fed Put” | Danielle DiMartino Booth
11 snips
Jun 15, 2023 
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Transcript
Episode notes
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Introduction
00:00 • 2min
The June Dot Plot for 2023 and 2024
01:53 • 2min
The Role of J. Powell in the Fed Rate Hiking Campaign
03:46 • 3min
J. Hall's Response to the Fed's QT
06:45 • 2min
The Fed's Failure to Continue Quantitative Tightening
08:48 • 2min
Powell's Intent to Continue Delivering Quantitative Tightening in a Synthetic Form
10:26 • 2min
The Dopp Hub and the Fed's Debt Tightening
12:53 • 2min
The Fed Takes Down Their Unemployment Rate Projection From 4.4% to 4.1%
14:51 • 2min
The US Economy Proven More Resilient to Interest Rate Hikes Than Expected
16:53 • 2min
The Recession Has Delayed the Impact on the Labor Market
19:02 • 4min
The Labor Market Unemployment Rate Is Lagging
22:43 • 2min
The Economic Gloom of Bankruptcy
24:25 • 2min
The Downside of the White Collar Recession
26:37 • 3min
The Economic Impact of AI on Office Vacancy
29:33 • 3min
The Rise of Multifamily Construction in New York City
32:09 • 2min
The Lagging Effect of New York City on the CPI
34:37 • 2min
The Fed's Position in the Treasury Market Remains Untenable
36:28 • 3min
The Fed's Balance Sheet Is Tough
39:05 • 2min
The Fed's Plan to Kill the Fed Puts
40:45 • 2min
The Fed's Way of Raising Interest Rates
42:38 • 2min
The Importance of Higher Rates in the Economy
44:17 • 2min
The Fed Monetized the Debt in March 2020
46:11 • 2min
Eric Rosengren's Dissension at the Fed
48:21 • 2min
The Delinquency Cycle
50:15 • 3min
The Daily Feather and Institutional
52:49 • 4min