Forward Guidance

“Soft Landing” Very Unlikely As Global Inflation Crisis Rages On | Darius Dale & Juliette Declercq

Jun 16, 2022
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1
Introduction
00:00 • 2min
2
The Worst Situation for Risk Assets Is a Good Economy
02:05 • 2min
3
The Fed's Tightening of Risk Assets
04:30 • 6min
4
The Fed's Tightening of the Economic Cycle
10:23 • 5min
5
The Fed Cannot Do Anything About Next Month Inflation
14:57 • 3min
6
The Positive Dynamic of Inflation
17:27 • 4min
7
The U.S. Confidence Survey Is Misinterpreted
21:03 • 5min
8
The Fed's Zero Taker Fee Option Campaign
26:22 • 3min
9
Europe Is in a Dilemma
29:29 • 5min
10
The Bearishness of Shorting Equities
34:14 • 2min
11
The Scariest Chart in Macroeconomics
36:02 • 3min
12
The S&P 500's Earnings Yield Is Still Up
38:35 • 2min
13
The Fed Funds Rate: 3.9%?
40:48 • 3min
14
Asset Allocation: A Safe Haven for Investors
44:07 • 5min
15
The Future of Fixed Income
48:48 • 3min