Forward Guidance The Fed Will Tighten "As Far As They Can" Into 2023 | Joseph Wang & George Goncalves
Dec 26, 2022
Chapters
Transcript
Episode notes
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Introduction
00:00 • 3min
Is There a Supply Constraint in Recession?
03:19 • 3min
The Fed Is the Fastest Fed in an Environment That We Do Have High Debt Loads
06:25 • 3min
The Fed Isn't Giving Himself Kudos Yet
09:45 • 3min
Do You Think the Fed Reserve Will Be in 2023?
13:13 • 4min
The Fed Is Trying to Send a Strong Message Um, Um, It Doesn't Believe Them Um Um Um
17:39 • 4min
The Fed's Hitting Now Could Be a Classic Boom Bus Cycle
21:52 • 3min
Is the Fed Unrelenting?
25:02 • 3min
The Fed Is Megahawkish and They're Going to Keep Hitting
28:30 • 6min
Bonds - Is the Fed Going to Do What the Doubt That Will Do?
34:33 • 2min
The Fed's Financial Conditions Have Eased
36:37 • 2min
Is the Fed Trying to Be More Aggressive With Financial Conditions?
38:54 • 4min
Is There a Wealth Effect in the Economy?
43:02 • 4min
Is It Only Stocks or Bonds?
46:57 • 3min
Is the Fed Cutting Rates a Warning Signal That We're in a Recession?
49:49 • 4min
The Three's Tenths Curve Is a Big Broad Curve
54:11 • 2min
The Feds Balance Sheet Isn't Moving a Whole Lot
56:12 • 2min
The Fed Is Not Going to Be Able to Hit 95 Billion
57:45 • 6min
Uh CPI
01:03:22 • 5min
Is There a Recession in the Eurozone?
01:08:06 • 5min