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The Fed's Seesaw Dilemma

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Manage episode 421738802 series 2892959
Innhold levert av JP Conklin. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av JP Conklin eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

On this episode of The Rate Guy we’re breaking down the Core PCE numbers and JMo's wager tracker—are we heading to the Caribbean or not? Plus, we explore why the Fed might be shifting its focus from inflation to jobs, the implications of recent job reports, and what Friday's labor data could mean for future rate cuts. Join us as we take a closer look at the economic balancing act the Fed is faced with and how that could shape the rest of the year.

In case you want to check out the interesting piece we reference by Dr. Jeremy Horpedahl that suggested job gains are artificially inflated. Read Here

  continue reading

110 episoder

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The Fed's Seesaw Dilemma

The Rate Guy

14 subscribers

published

iconDel
 
Manage episode 421738802 series 2892959
Innhold levert av JP Conklin. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av JP Conklin eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

On this episode of The Rate Guy we’re breaking down the Core PCE numbers and JMo's wager tracker—are we heading to the Caribbean or not? Plus, we explore why the Fed might be shifting its focus from inflation to jobs, the implications of recent job reports, and what Friday's labor data could mean for future rate cuts. Join us as we take a closer look at the economic balancing act the Fed is faced with and how that could shape the rest of the year.

In case you want to check out the interesting piece we reference by Dr. Jeremy Horpedahl that suggested job gains are artificially inflated. Read Here

  continue reading

110 episoder

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