Forward Guidance The Fed & Treasury Aren’t Backing Down | Weekly Roundup LIVE @ DAS
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Mar 21, 2025 The discussion dives into insights from the recent FOMC meeting, highlighting the stable monetary policy amid economic debates. There's a focus on the strategic importance of Bitcoin reserves and the rise of stablecoins in the U.S. economy. Contrasting market sentiments between institutional and retail investors in the crypto space are examined, alongside emerging investment strategies like duration bonds and shorting tech stocks. The integration of digital assets within traditional finance adds another layer to the conversation.
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Hawkish Fed
- The Fed's June 2023 FOMC meeting was interpreted as hawkish by Quinn Thompson, despite market rallies.
- They lowered growth expectations, raised inflation expectations, and maintained similar rate cut projections, with a shift towards a more hawkish stance.
Fiscal Policy Focus
- The current administration prioritizes balancing the budget and promoting growth through tax cuts and deregulation.
- They initially implemented tariffs, which negatively impacted growth, but plan to offset this with future policy changes.
Aligned Incentives
- The Biden administration's fiscal policy, focused on debt reduction, aligns with the Fed's goals.
- This contrasts with previous administrations that prioritized market stimulation through loose fiscal policies.