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

Aug 2024

The Fed Makes Its Biggest Mistake Yet - Ep 976

<p>Market Turmoil, Political Drama, and Economic Forecasts</p><p>Peter delves into a tumultuous week in the markets and politics. He covers key events including Jerome Powell's Jackson Hole speech and its implications for interest rate cuts, the Democratic National Convention ... Show More

55m 3s

Jun 2025

FOMC Preview with Frank Sorrentino

With Federal Reserve officials signaling an extended hold on interest rates, investors and economists will look to Chair Jerome Powell this week for clues on what might eventually prompt the central bank to make a move, and when.A fourth straight meeting without a cut could provo ... Show More

11m 30s

Mar 2025

Fed Holds Rates Steady, Cuts 2025 Growth Projection

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey and Veronica Willis, Global Investment Strategist at Wells Fargo Investment Institute, discuss Federal Reserve officials holding their benchma ... Show More

47m 34s

Aug 26

Dollar Drops, Gold Rises as Trump Ousts Fed's Cook

The dollar dropped and gold gained after President Donald Trump removed Federal Reserve Governor Lisa Cook, raising concerns about the independence of the central bank. A gauge of the dollar retreated 0.3% as Cook will be removed from the position effective immediately, according ... Show More

19m 43s

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

Sep 16

The Drama at the Fed as It Debates Cutting Rates

The Federal Reserve faces a pivotal choice this week: cut interest rates to boost a cooling labor market, or hold firm to keep inflation in check. WSJ's Nick Timiraos breaks down the Fed's debate and high-stakes maneuvering as President Trump pushes to expand his influence over t ... Show More

18m 54s

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

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

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

Following The "Fed Breadcrumbs" | Nick T...