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ICYMI: The Fed Is Fueling A New Inflation Wave
We Discuss:
🔶 The current growth & inflation impulses
🔶 Why the dollar could be entering a doom loop
🔶 Why financial conditions matter more than rates
🔶 How tariffs and immigration are distorting the data
🔶 The outlook for equities & risk assets
00:00 Introduction
01:08 Macro Overview
06:18 Digging Into the Data
11:03 Financial Conditions Framework
12:11 VanEck Ad
12:56 Financial Conditions Framework
28:47 VanEck Ad
29:26 Right Way to Think About Fed Funds
38:56 Outlook on the Dollar
46:40 What Does this Mean for Equities?
50:44 Inflation & Growth Impulse Scenarios
54:01 Final Thoughts
@DannyDayan5 @fejau_inc
Links Below ↓
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