Eurodollar University The Real Reason The Fed Is Pivoting?!
Dec 27, 2023
This podcast explores the Federal Reserve's pivot towards rate cuts as insurance against economic uncertainties, and the disparities between GDP and GDI as measures of economic output. It also discusses the dilemma of prioritizing inflation fighting over addressing economic weakness, the link between rate cuts and unemployment uncertainty, and the importance of GDI as a recession predictor and indicator of weakness in the real economy.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
The Difference Between GDP and GDI and Its Implications
03:32 • 4min
The Dilemma of Inflation Fighting vs Economic Weakness
07:27 • 2min
The Link Between Rate Cuts, Unemployment Uncertainty, and GDI as a Cyclical Indicator
09:41 • 6min
The Importance of GDI, Disinflation, and Weakness in the Real Economy
15:25 • 3min