logo
episode-header-image
Jul 2024
6m 16s

Why Did The Fed Pivot?

Victor Menasce
About this episode
tail spinning
Up next
Yesterday
Supreme Court Squashes Referendum
If you’ve been in the development game for more than five minutes, you know the scenario. You find a parcel. You spend eighteen months and hundreds of thousands of dollars on environmental studies, traffic impact analyses, civil engineering, and public hearings. You work tireless ... Show More
5m 25s
Sep 17
Mega Answer to Bonus Depreciation
Today’s show is sponsored by the Cost Segregation Guys. To save on taxes, visit the Cost Segregation Guys and learn how they can reduce your taxes. ------------When the media talks about a trade war, the discussion usually focuses on tariffs.The United States puts a tariff on Can ... Show More
5m 47s
Sep 17
The Fed Didn't Influence Your Decision
Today is Fed rate day. This afternoon Federal Reserve Chairman Kevin Warsh announced a unanimous decision to increase the Fed funds rate by 0.25%. Today we’re going look deeper into the bond market functioning and not focus on the Fed. But the real question is whether the Fed lea ... Show More
6m 30s
Recommended Episodes
Mar 2022
Mike Wilson: Will Slowing Growth Alter the Fed’s Path?
tail spinning
3m 39s
Sep 2022
U.S. Economy: The Fed Continues to Fight Inflation
<p>After another Fed meeting and another historically high rate hike, it’s clear that the Fed is committed to fighting inflation, but how and when will the real economy see the effects? Chief Cross-Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss.< ... Show More
7m 37s
Mar 2022
The Fed: Learning From the Last Hiking Cycle
<p>As the Fed kicks off a new rate hiking cycle, investors are looking back at the previous hiking cycle to ease their concerns today. Head of Public Policy Research and Municipal Strategy Michael Zezas and Global Head of Macro Strategy Matthew Hornbach discuss.</p><p><br></p><p> ... Show More
6m 19s
Jun 2022
MM070: Biggest Fed rate hike since 1994. But are they making a mistake?
<p>Yesterday the US Federal Reserve hiked interest rates by 0.75% in another hawkish pivot in their on-going quest to tame inflation. They also said they intend to raise interest rates a further 1.75% across their remaining four meetings in 2022</p><br><p>We discuss the market fa ... Show More
37m 7s
Nov 2021
Matt Hornbach: What the Fed Wants, the Fed Gets
<p>Coming out of last week’s FOMC meeting, the Fed’s wants are becoming clearer but the implications into 2022 for asset prices, interest rates and exchange rates remain to be seen.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. I’m Matthew Hornb ... Show More
4m 20s
Aug 2024
Rates Going Down, Cava Keeps Climbing
The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.” (00:21) Ron Gross and Matt Argersinger discuss: - The Fed’s path to lower rates and what kind of cuts investors can expect. - Cava’s blowout earnings report, and how it ... Show More
40m 31s
May 2025
Stagflation and the Fed's next move
As the US economy faces a stagflationary shock, how will the Fed navigate this tricky environment? Rob Kaplan, the Vice Chairman of Goldman Sachs and the former president of the Dallas Fed, shares his perspective on how monetary policymakers will navigate slower growth and sticki ... Show More
13m 42s
Oct 2025
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