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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
内容由Blockworks提供。所有播客内容(包括剧集、图形和播客描述)均由 Blockworks 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

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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

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Artwork
icon分享
 
Manage episode 415812915 series 3300108
内容由Blockworks提供。所有播客内容(包括剧集、图形和播客描述)均由 Blockworks 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

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