Forward Guidance

498 Episodio

1. Joseph Wang On “Hawkish” Fed Meeting: March Cuts Unlikely, Tapering of Quantitative Tightening (QT) To Begin In Q4 2024 | Joseph Wang, Michael Ippolito, and Jack Farley

   Pubblicato: 01/02/2024
2. U.S. Treasury Issuance To Exceed $1.1 Trillion (Gross) In Second Quarter, Predicts Plumbing Savant John Comiskey

   Pubblicato: 29/01/2024
3. Chris Whalen: Commercial Real Estate "Trainwreck” Will Hit Banking System, Consumer Credit Is Normalizing, and Interest Rate Cuts Won’t Do Much To Help Banks

   Pubblicato: 26/01/2024
4. David Kotok on Financial Stability, Federal Reserve, Stock Market, and Cuba

   Pubblicato: 25/01/2024
5. Neil Dutta: Why There Was No Recession In 2023

   Pubblicato: 22/01/2024
6. Campbell Harvey, Inventor of Inverted Yield Curve Recession Signal, On The Bond Market, The U.S. Economy, And Federal Reserve Policy

   Pubblicato: 18/01/2024
7. Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor

   Pubblicato: 16/01/2024
8. Andy Verity on LIE-BOR: Shocking New Evidence Suggest Interest Rate Scandal Is Much, Much, Bigger Than Originally Reported

   Pubblicato: 16/01/2024
9. Kevin Muir: The Market Has Priced In Too Many Fed Cuts Since Government Money Printing Will Keep Nominal Growth High

   Pubblicato: 14/01/2024
10. Paul Hodges: Overcapacity In Chemical Industry Suggests Demand Is Weakening

    Pubblicato: 13/01/2024
11. Danielle DiMartino Booth & George Goncalves on The 2024 Fed Pivot: Recession or Soft Landing?

    Pubblicato: 11/01/2024
12. Joseph Wang: Bonds Will Be Crushed By Stocks As Fiscal Deficits Reignite Inflation

    Pubblicato: 08/01/2024
13. Hari Krishnan on Commodity Tail Hedging, Weather Volatility, And “Disaster” VIX Trades

    Pubblicato: 05/01/2024
14. Dispatches From India | Andrei Stetsenko, Partner at Farley Capital

    Pubblicato: 04/01/2024
15. Carson Block: “Perfect Macro Storm” To Hit Blackstone Mortgage Trust

    Pubblicato: 02/01/2024
16. The Stock Market Is Due For A Correction (And So Is Private Equity) | Jared Dillian

    Pubblicato: 30/12/2023
17. Carolyn Sissoko & Joseph Wang on the Fed Pivot and “Too Big To Fail” In Private Equity & Leveraged Loans

    Pubblicato: 25/12/2023
18. Stablecoins Are The New Eurodollars | Daniel Neilson on Death Spirals, Liquidity Runs, and The Fragility of Par

    Pubblicato: 21/12/2023
19. Thomas Majewski on CLOs, Private Credit, and Bank Capital Relief Trades

    Pubblicato: 19/12/2023
20. Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans

    Pubblicato: 12/12/2023