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Real Vision: Finance & Investing
#953 - Is it Time to Adjust Fed Expectations? With Jared Dillian
Jan 16, 2024
Jared Dillian, Editor of The Daily Dirtnap newsletter, talks about reevaluating Fed expectations, market reaction to Fed's predictions, analyzing the economy, navigating an unpredictable economy, automating workflow, the need for patience in regulatory progress, discipline in investing, and free NFTs for new members.
36:19
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Quick takeaways
- Market volatility and rethinking Federal Reserve expectations are crucial in understanding the impact of rates on stocks and bonds.
- Timing and being a profit taker are essential in trading, emphasizing the need for discipline and not chasing the last leg of a move.
Deep dives
Rethinking Fed Expectations and Market Volatility
The podcast episode discusses the recent market volatility and the importance of rethinking Federal Reserve expectations. The speaker mentions the impact of rates on stocks and bonds, pointing out that the market had been pricing in more rate cuts than what the Fed had projected. The day's action saw a selloff in stocks, a backup in bond yields, and a decline in gold. The speaker shares that they are short on stocks and expecting a correction of at least 6-8%. They also suggest that yields may bounce and retrace half the move. The speaker anticipates that a recession may be on the horizon, which would adversely affect stocks and be positive for commodities.
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Discover
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