The Fed On Pause But Inflation Is Not

shallow focus photograph of black and gray compass

Image Source: Unsplash


In this episode of Macro-To-Micro Power Hour from 03/20/24, Samantha LaDuc and Craig Shapiro discuss the aftermath of the Federal Reserve's decision and Powell's press conference, focusing on market reactions and future monetary policy expectations. They delve into the discrepancy between the Fed's projections and market interpretations, particularly concerning interest rate cuts and inflation expectations. Craig and Samantha explore the implications of these developments on various assets, including equities, bonds, and commodities like gold and oil. They also consider the broader economic indicators and potential shifts in the U.S. dollar's strength, offering insights into strategic asset allocation in light of evolving financial conditions.

Video Length: 01:03:47


More By This Author:

Why Equities Cool Off When Gold Spikes
Behind Shorting The Bonds
Market Moves And Fed Views

Friendly Note: It’s easy to subscribe to my Free Fishing Stories/Blog. You are also invited to  more

How did you like this article? Let us know so we can better customize your reading experience.

Comments

Leave a comment to automatically be entered into our contest to win a free Echo Show.