Forward Guidance
What A Growth Scare Means For The Fed & Markets | Warren Pies
Jan 15, 2025
Warren Pies, Founder of 314 Research, provides his insights on macro investing and monetary policy. He discusses his outlook for 2025 and the current state of the housing market, emphasizing inflation fears as overblown. The conversation shifts to equity market valuations, critiquing S&P 500 assessments amidst rising bond yields. Pies also explores the Fed's decisions on interest rates and the delicate balance between unemployment and inflation. His thoughts reveal a complex landscape for both growth and value stocks.
59:22
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Quick takeaways
- Warren Pies predicts a crucial year for 2025, emphasizing the potential significance of neutral economic conditions post-pandemic.
- The housing market is under scrutiny due to possible job losses in construction, indicating broader economic shifts ahead.
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