Supply Shock Joseph Wang & Jack Farley on “Hawkish” January Fed Meeting, Tapering Quantitative Tightening (QT), and “Boring” Treasury Quarterly Refunding Announcement (QRA)
Jan 31, 2024
Discussion on the recent FOMC meeting and its implications. Mixed opinions on rate cuts and driving factors for asset prices. Exploration of the Federal Reserve's approach to rate cutting cycles and potential actions of Chair Jay Powell. Transmission mechanism of fiscal policy and impact on asset prices. Analysis of Treasury Quarterly Refunding Announcement (QRA) and Treasury Market reactions. Importance of research data governance models and DeFi protocols in the cryptocurrency space. Announcement of oversubscribed Dass London conference and market predictions. Tapering QT, fiscal spending, and unique characteristics of large companies. Delving into the FOMC meeting and considering different market perspectives.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Rate Cuts, QT, and Asset Prices
02:06 • 16min
Discussion on the Federal Reserve's approach to rate cutting cycles and the potential actions of Chair Jay Powell
18:01 • 4min
Transmission Mechanism of Fiscal Policy and Impact on Asset Prices
21:35 • 12min
Analysis of Treasury Quarterly Refunding Announcement (QRA) and Treasury Market
33:49 • 5min
Understanding Research Data Governance Models and DeFi Protocols in the Cryptocurrency Space
39:06 • 9min
Dass London Conference Announcement and Market Predictions
48:11 • 3min
Tapering QT, Fiscal Spending, and Unique Characteristics of Large Companies
50:50 • 12min
Discussion on the FOMC Meeting and Different Market Perspectives
01:02:44 • 2min