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Powell’s Last Stand | Danielle DiMartino Booth on May Fed Meeting 2024

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Manage episode 415812915 series 3300108
Indhold leveret af Blockworks. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Blockworks eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

For access to 20% discount to annual subscription of Danielle DiMartino Booth’s “Daily Feather”: https://dimartinobooth.substack.com/forward

Or use code “FORWARD” at checkout. Deal expires on May 23, 2024. 20% discount applies to first year subscription.

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Follow Danielle DiMartino Booth on Twitter https://twitter.com/DiMartinoBooth

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__

Timestamps:

(00:00) Introduction

(01:46) The QT Taper

(05:25) Was The May FOMC Meeting A Dovish or a Hawkish Meeting?

(09:01) The Fed Is Now Focusing On The Softening Labor Market, Argues Danielle DiMartino Booth

(22:53) U.S. Economy Entered Recession In October, Argues Danielle DiMartino Booth

(29:53) Consumer Spending

(33:11) Layoffs in 2024

(36:22) New Neutral Rate Of Interest

(38:32) Private Equity & Private Credit

(47:07) The Bernanke Doctrine

(51:24) Basel III Endgame

(56:33) Dissents

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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

  continue reading

377 episoder

Artwork
iconDel
 
Manage episode 415812915 series 3300108
Indhold leveret af Blockworks. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Blockworks eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

For access to 20% discount to annual subscription of Danielle DiMartino Booth’s “Daily Feather”: https://dimartinobooth.substack.com/forward

Or use code “FORWARD” at checkout. Deal expires on May 23, 2024. 20% discount applies to first year subscription.

__

Follow Danielle DiMartino Booth on Twitter https://twitter.com/DiMartinoBooth

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__

Timestamps:

(00:00) Introduction

(01:46) The QT Taper

(05:25) Was The May FOMC Meeting A Dovish or a Hawkish Meeting?

(09:01) The Fed Is Now Focusing On The Softening Labor Market, Argues Danielle DiMartino Booth

(22:53) U.S. Economy Entered Recession In October, Argues Danielle DiMartino Booth

(29:53) Consumer Spending

(33:11) Layoffs in 2024

(36:22) New Neutral Rate Of Interest

(38:32) Private Equity & Private Credit

(47:07) The Bernanke Doctrine

(51:24) Basel III Endgame

(56:33) Dissents

__

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

  continue reading

377 episoder

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