Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17
Introduction
00:00 • 2min
The Markets Got the Memorandum Right Out of the Gate
01:55 • 2min
The Balance of Risk
03:35 • 2min
Does He Mean What He Says?
05:21 • 2min
The Markets Playing a Reset
06:58 • 2min
The Fed Statement of Staying High at the Terminal Rate, Is It 50 More?
09:14 • 2min
Is the Fed Declaring Victory Too Soon?
11:42 • 2min
The Inflation Is Not Appropriate Forecasting
13:21 • 2min
Leaning Against the Fed's Walk This Back
15:02 • 2min
What's the Question on Financial Conditions?
16:46 • 3min
The Fed Can't Be as Reactive as We Do, Mike
19:30 • 2min
Do You Reaffirm a NBER Recession Call?
21:07 • 2min
Is the Fed Going to Stay at Peak?
22:43 • 2min
Are We Getting Rid of a Recession?
24:34 • 2min
Do You Think the Fed Did a Good Job?
26:23 • 2min
The Fed Swaps Pricing in 50 Basis Points of Rate Cuts by Year End
28:08 • 2min
Is That the Fed Chair Wanted From This Meeting?
29:41 • 3min