Forward Guidance Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?
Jan 11, 2024
Danielle DiMartino Booth and George Goncalves discuss the 2024 Fed pivot, analyzing the potential for a recession or soft landing. They delve into topics such as the decrease in inflation, increase in real income growth, and the challenges faced by the Fed in managing the economy. They also explore revisions to non-farm payrolls data, the Digital Asset Summit London conference, credit performance, and the Federal Reserve's holdings and interest rate predictions.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 4min
Soft Landing in the Economy and Job Creation in the Welfare State
03:39 • 10min
Analyzing the Federal Reserve's concerns about the labor market and the potential impact on interest rates
13:50 • 4min
Revisions to Non-Farm Payrolls Data and the Birth-Death Adjustment
18:11 • 3min
Digital Asset Summit London and Analysis of Economic Data
21:25 • 6min
The Wisdom of George
27:04 • 21min
Credit Performance and Potential Credit Events
48:08 • 12min
Federal Reserve's Holdings and Interest Rate Predictions
01:00:09 • 2min