Unusual Whales

Unusual Whales Pod #9: CPI, Macro, the Federal Reserve, and Inflation

Oct 13, 2022
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Episode notes
1
Introduction
00:00 • 2min
2
What's the Fed Thinking?
01:56 • 2min
3
CPI Report
03:50 • 2min
4
The Fed Doesn't Want the Market Higher, Tony?
05:47 • 2min
5
Qt
08:05 • 3min
6
Is There a Trade-Off Between Twitter and QE?
10:48 • 2min
7
Qe
13:01 • 2min
8
The Fed Is Driving More Structural Inflation
14:47 • 3min
9
The Fed and Supply Side Economics and Structural Sticky Inflation
17:43 • 2min
10
The Interaction Between Supply Demand and Interest Rates
19:15 • 4min
11
The Fed's Response to the Two Year Note Rate
23:06 • 3min
12
The S&P Bearish Sentiment Is Coming Up Next Week
25:36 • 2min
13
Do You Think the US Is in a Better Position to Deal With Economic Problems?
27:27 • 2min
14
The US Central Bank Is in a Better Position Because It Prints the Reserve Currency
29:02 • 2min
15
The US Central Bank and OPEC's Tools
31:13 • 2min
16
The Oil Saga Is Like Nothing I've Ever Seen Before in 32 Years
33:13 • 2min
17
What Is It Hot, Joey?
35:02 • 2min
18
The Market Is Looking for a Short Term Bottom
37:25 • 3min
19
The Fed Can't Stop With CPI and AIDS and Fed Funds at the Threes, You Know?
40:27 • 2min
20
Will the Fed's Actions Get Us Back to 2%?
42:26 • 2min
21
Is the Fed Going to Pause?
44:00 • 3min
22
Are We Going to Have Long December Risk in the Oil Markets?
46:51 • 2min
23
Is the Fed Going to Pivot?
49:06 • 2min
24
Is the Fed Going to Pivot?
50:41 • 3min
25
Is the Fed Getting More Bearish?
53:46 • 2min
26
Political Narratives in the Fed
56:08 • 2min
27
Is Volcker Free From Political Influence and Take Down Inflation?
58:16 • 2min
28
The New Economic Picture and the Idea of Recession
01:00:11 • 3min
29
Is the Bond Market the Master of Predicting and Telling Us Where We Are?
01:03:22 • 2min
30
Is There a Demand Push Economy?
01:04:56 • 2min
31
Where's the Bull Market Today?
01:07:17 • 2min
32
I Already Have to Watch Oil. What Else?
01:08:57 • 2min
33
What Will Continue to Work?
01:10:43 • 2min
34
The Economy Is Not the Market
01:12:19 • 2min
35
Bull Markets - Is Fertilizer Going to Be a Good Option?
01:14:05 • 2min
36
What's Working and What You Got to Plug?
01:15:52 • 3min
37
Is the Fed Controlling Inflation?
01:18:49 • 2min
38
What You Got to Plug, Anything You Got to Come in Out?
01:20:23 • 3min
39
CPI Space - What's Next?
01:23:31 • 3min