Joseph Wang & Nick Timiraos: What You Need To Know For The November Fed Meeting| Listen on Anghami

Nov 20

AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup

This week, we discuss NVIDIA’s latest earnings, how shifting credit dynamics could reshape the next phase of the AI boom, what the Fed’s mixed signals really imply for markets, and why global FX moves are sending quiet warnings. We also dig into the surprising forces driving cryp ... Show More

1h 1m

Nov 19

Why Cross-Border Flows Matter More Than Rate Cuts | Capital Flows

In this episode, Capital Flows joins the show to break down how credit growth, falling real rates, and strong cross-border flows fueled the rally from April through summer, and why the Fed’s recent hawkish shift has introduced short-term volatility without meaningfully raising re ... Show More

51m 45s

Nov 14

Hawkish Fed, Credit Stress & A K-Shaped America | Weekly Roundup

This week, we discuss markets wobbling as a pointless government shutdown, delayed data releases, and a hawkish Fed collide with rising credit stress, over-levered AI giants, and widening inequality. Enjoy! — Follow Tyler: https://x.com/Tyler_Neville_ Follow Quinn: https://x. ... Show More

51m 11s

Oct 3

Lots More with Joe Abate on the Fed's New Target and the Rising Price of Money

We're used to talking about the Federal Reserve changing "benchmark interest rates." But the mechanics of how the central bank actually tightens or loosens policy are a lot more nuanced. For years now, the Fed's been doing this through the federal funds market — where US banks le ... Show More

27m 30s

Oct 1

Government shutdown begins, gold surges, Nike and Buffett deals

The US government has officially shut down after lawmakers failed to reach a funding deal, furloughing 750,000 workers and risking delays to jobs and inflation data critical for the Fed’s next moves. Markets opened Q4 lower, with futures and the dollar slipping while gold rallies ... Show More

22m 55s

Feb 2025

Fed Minutes Signal Officials on Hold Until Inflation Improves

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg International Economics and Policy Correspondent Michael McKee reports on Federal Reserve officials expressing their readiness to hold interest rates steady amid stubborn inflation and economic policy ... Show More

1h 2m

Sep 29

Business Rundown: Is the Job Market Really as Bleak as the Fed Thinks?

When announcing interest rate cuts earlier this month, Federal Reserve Chair Jerome Powell expressed concerns about the labor market, following major downward revisions to job growth data. But is the US Employment picture as bleak as the Fed sees it? Markets get a clearer view on ... Show More

20m 25s

Feb 2025

How the Fed Distributes Billions of Dollars in Cash

We all know that the Federal Reserve tries to stabilize the economy by raising or cutting interest rates to balance inflation and unemployment. But the central bank’s mandate actually goes beyond monetary policy. The Fed is also responsible for reviewing and distributing billions ... Show More

27m 9s

Nov 11

Wall Street Gains on Optimism US Will Soon Reopen

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Wall Street’s bets that the largest shutdown in US history is soon coming to an end drove a rebound in stocks, spurring optimism that access to official economic data will shed light on the Federal Reserve outlo ... Show More

36m 11s

Oct 13

What’s up with the US economy? With Austan Goolsbee

Austan Goolsbee, president of the Federal Reserve Bank of Chicago and a voter on the Fed’s interest rate-setting committee, speaks to the FT’s economics commentator Chris Giles about the outlook for the US economy amid a boom in AI investment, sluggish hiring, President Donald Tr ... Show More

24m 57s

Sep 17

Fed Cuts Rates by Quarter-Point; Powell Cites Weakness in Jobs

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.Federal Reserve officials lowered their benchmark interest rate by a quarter percentage point and penciled in two more reductions this year following months of intense pressure from the White House to slash borr ... Show More

39m 20s

Apr 2025

Jesse Felder: Stocks, Bonds & the U.S. Dollar Are All Breaking

Are we heading into a full-blown reset across financial markets? In this explosive interview, Jesse Felder, founder of The Felder Report, joins James Connor to issue a dire warning: stocks, bonds, and the U.S. dollar are all dangerously mispriced, and a major repricing event may ... Show More

56m 58s

Joseph Wang & Nick Timiraos: What You Ne...