Forward Guidance

Inflation Forces The Fed's Hand | Joseph Wang & George Goncalves

Apr 13, 2022
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Episode notes
1
Introduction
00:00 • 3min
2
Quantitative Tightening and the Bond Market
02:33 • 3min
3
The Fed's Double Tightening
05:19 • 4min
4
The Importance of a Trend in Long-Term Bonds
09:16 • 5min
5
The Problems With the Reverse Repo
14:03 • 2min
6
The Role of Money Market Funds in the Financial System
16:13 • 6min
7
The Fed's Plan to Rake Rates Ahead
21:53 • 2min
8
The Role of Treasuries in Short Term Yields
23:32 • 2min
9
How Uncertainty Affects Repo and Margin Requirements
25:53 • 4min
10
The Rise of Options on ETFs
29:33 • 2min
11
The Fed's New Paradigm Shift
32:01 • 2min
12
The Fed Funds Rate for December 2022 Is About 2.2.3%
34:18 • 2min
13
How Worried Should Investors Be About an Inverted Yield Curve?
36:02 • 4min
14
The Long-Term Outlook for the Market
40:25 • 2min
15
The Fed's Attention to the Stock Market
42:13 • 2min
16
The QT Time Bomb Is Ticking
44:33 • 3min
17
The Fed Will Take Down the Bond Market and the Stock Market
47:51 • 2min
18
The QT Time Bomb Is Ticking
50:16 • 4min