Unusual Whales

Pod 22: 5.0% CPI, the Macro + banking landscape, rate hikes or pauses, the federal reserve's decisions and inflation

Apr 12, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Last Bear Standing
02:06 • 2min
3
The Cost of Pedro
03:43 • 2min
4
The Fed's Handling of Inflation
05:21 • 2min
5
The Fed's Rate Cut Trade and Inflation
07:04 • 2min
6
The Effects of Core Inflation on Wage Prices
08:50 • 2min
7
The Market's Optimism About Inflation
10:22 • 2min
8
The Fed Isn't Seeing Clear Signs of Credit Tightening Conditions Yet
12:48 • 2min
9
The Fed's View of the Credit Crunch
14:28 • 3min
10
The Volatility of the Markets
17:43 • 5min
11
The Reverse Repo Facility and Liquidity Concerns
22:43 • 3min
12
The Fed's Balance Sheet and QT Program
26:10 • 3min
13
The Impact of Interest Rates on Inflation
29:08 • 3min
14
The Fed's Focus on the Job Market
32:01 • 2min
15
The Swap Market Got the Inflation Swap Market Better Than Economists
34:13 • 2min
16
The Fed Is OK With a Pause With Inflation This High
35:50 • 2min
17
The Market Reaction to the Fed's Rate Cuts
37:40 • 2min
18
The R Word in the Macro Environment After the CPI Numbers Dropped
39:14 • 2min
19
The Slowest Rent Number in a Long Time
41:19 • 2min
20
The Fed's Credibility Restores Given the Stag-Flitter Environment
43:13 • 4min
21
The Negative Effects of the Fed on Inflation Expectations
47:04 • 3min
22
The Risks of a Recession for Banks
49:43 • 3min
23
The Banking Panic in the US
52:37 • 2min
24
The Banking Crisis Is Different From the Last War
54:51 • 2min
25
The Economic Impact of Banks Tightening Their Lending Standards
57:01 • 4min
26
The Fed's Expected Rate Cuts Are Helping Financial Stability
01:00:44 • 2min
27
Should Banks Be Worried About Net Interest Rate Margins?
01:02:38 • 1min
28
The Negative Interest Rate Margin Squeeze
01:03:53 • 3min
29
The Importance of Deposit Rates in Banking
01:06:46 • 2min
30
The Effect of Interest Rate Volatility on Markets
01:08:59 • 3min
31
The Relationship Between Liquidity and Volatility
01:12:07 • 2min
32
The Uncertainty of the Fed's Rate Cuts
01:13:43 • 4min
33
The Fed's SEP Path of Policy for the Next Coming Months
01:17:39 • 3min
34
The Fed's Flattening Expectations
01:20:27 • 2min
35
The Fed's Early May Meetings
01:22:13 • 2min
36
The Fed's Actions on Financial Stability
01:23:48 • 2min
37
The Housing Inflation Problem Is a Seasonal Issue
01:25:22 • 5min
38
Unusual Whales Podcast: Politics and Finance
01:30:21 • 2min