• Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election

  • Aug 1 2024
  • Duración: 1 h y 7 m
  • Podcast

Following The "Fed Breadcrumbs" | Nick Timiraos on “Not Hot At All” Labor Market, Interest Rate Cuts, and Fed’s Collision Course With 2024 Election

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  • Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Nick Timiraos on Twitter https://x.com/NickTimiraos Nick’s work at WSJ: https://www.wsj.com/news/author/nick-timiraos Follow VanEck on Twitter https://x.com/vaneck_us 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_ Nick’s book https://www.amazon.com/Trillion-Dollar-Triage-President-Pandemic/dp/0316272817 Nick’s article on Fed and 2024 election: https://www.wsj.com/economy/central-banking/fed-interest-rate-cut-inflation-politics-a6e527de __ Timestamps: (00:00) Introduction (12:35) VanEck Ad (13:14) Interview Continues (19:35) What Would It Take For The Fed To NOT Cut In September? (24:17) Is The Federal Reserve Worried About A Weakening Labor Market? (25:44) Immigration's Impact On U.S. Labor Market (31:41) The Housing Market (36:41) Permissionless Ad (37:40) Politics And The Fed: "September Rate Cut Would Thrust Fed Into Brutal Election Campaign" (47:24) It's Simply A Fact: Former President Donald Trump Likes Low Interest Rates (50:37) Could Donald Trump Fire Fed Chair Jay Powell If Re-Elected President? (54:49) Economic Forecasting Is Very Difficult, And There Is Always A Point of Data That Confirms One View Or Another (57:47) What If High Interest Rates Are Actually Stimulative? Nick Doesn't Buy It (And Neither Does The Fed) (01:02:44) The Way The Fed Thinks About Financial Conditions __ 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.
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