Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 5min
The Fed's Final Rate Hike for the Cycle
04:53 • 2min
The Fed's Message on Tightening Moves
06:29 • 2min
The Unknowable Uncertainty of How Many Rate Increases Is a Regional Banking Crisis Worth
08:24 • 2min
The Role of Regional Banks in the Lending Landscape
10:37 • 2min
The Treasury Department's New Buyback Program
13:04 • 3min
The Fed's Buybacks Are Not QT Nor QE, but Bonds Mature.
15:56 • 3min
Macro Horizons: The 13th Consecutive Upside Surprise
19:08 • 2min