

Preparing for the Fall
5 snips Sep 1, 2023
This podcast discusses the implications of the recent payrolls report on the treasury market, predicts an increase in the future unemployment rate, analyzes labor market dynamics and challenges for monetary policy makers, explores the Fed's stance on balance sheet and inflation target, and explores the impact of interest rates on risk asset valuations.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 5min
Analysis of the August Employment Situation Report and Predictions for the Unemployment Rate
04:47 • 2min
Labor market dynamics and challenges for monetary policy makers
07:01 • 4min
The Fed's Stance on Balance Sheet, Inflation Target, and Equity Market
11:08 • 4min
Analyzing Higher Rates and Risk Asset Valuations
14:52 • 6min