

Julian Brigden: Markets "On A Knife's Edge" After July Fed Meeting
35 snips Jul 26, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Introduction
00:00 • 2min
The Problem With Nominal Growth in an Inflationary Environment
02:07 • 5min
The Fed's Opportunistic Policy Framework
06:49 • 2min
The Stock Market's Negative Correlation With Interest Rates
08:31 • 5min
The Effect of Interest Rate Hikes on the Economy
13:06 • 5min
The Fed Chair's Toughness on Inflation
17:47 • 3min
The Fed's Expectations for the Labor Market
20:20 • 2min
The Opportunistic Disinflationary Policy Framework
22:10 • 2min
The Risk of Rate Cuts in the Stock Market
24:30 • 5min
The Resilience of the US Economy
29:23 • 3min
The Importance of Liquidity in the Stock Market
32:41 • 4min
The Bond Market Is Still the Smart Money, the Equity Market Is the Dumb Money
36:16 • 3min
Liquidity and the TGA
39:37 • 2min
The Alternative to Treasury's 20-Year Bonds
41:47 • 2min
The Inverted Yield Curve and the Fed's Balance Sheet
43:26 • 3min
The Homebuilders' Re-Attainment
46:18 • 2min
The Dollar and the Financial Markets
48:06 • 5min
The Dollar Is Overvalued Against the End
53:03 • 3min
The Risk of a Bubble Burst
55:59 • 2min
The Fed's Interest Rate to Ref Differential
58:19 • 5min
The US Stock Market Succeeds in a Reverse Dollar Squeeze
01:03:00 • 2min
The Dollar and the Economy of Europe
01:05:23 • 3min
The Reopening Boom in China
01:08:33 • 4min
The Infinite Currency Weakness
01:12:21 • 2min
The Japan Update: Will Interest Rates Stay at Zero?
01:14:40 • 3min