

What's The End Game For Inflation? | Weekly Roundup
5 snips Jun 15, 2024
This week's podcast discusses crucial CPI & PPI prints, the Fed's slightly hawkish FOMC meeting, market structure analysis, potential weakness in the rally, and the impact of future monetary policies on interest rates and market trust. Also explored are bond investments, credit spreads, market dynamics, and unpredictability in investing influenced by figures like Elon Musk and Jim Cramer.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Federal Reserve's Rate Cut Projections and Market Reaction
01:34 • 13min
Analyzing Fed's Potential Pivot and Inflation Break-Evens
14:32 • 3min
Real Rates, Inflation, and Credit Spreads: Analyzing Bond Investments
17:57 • 7min
Economic Analysis and Market Trends Discussion
24:34 • 5min
Analyzing Future Monetary Policies and Impacts on Interest Rates and Market Trust
29:11 • 2min
Market Dynamics and Implications for Asset Prices
30:54 • 28min
Unpredictability and Reflexivity in Investing
58:29 • 7min