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Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz
Manage episode 437207576 series 3261719
This interview with Jim Bianco and Jeremy Schwartz discusses the Federal Reserve’s policy path, whether inflation will actually come down, and if the economy is headed for a no landing. We also delve into the neutral rate, the key election issues for markets, and whether stocks will outperform bonds.
Timestamps:
00:00 Introduction
00:48 Jim & Jack's Assessment Of The Economy
02:58 The Fed & Interest Rates
03:55 Unemployment & The Sahm Rule
06:57 Is Inflation Coming Down?
08:33 Real Interest Rates
11:05 What Is The Neutral Rate?
14:21 The Pace Of The Cutting Cycle
18:41 Election Insights
20:55 Deficits Are The Key Issue
23:11 Will Stocks Outperform Bonds?
453 episodes
Manage episode 437207576 series 3261719
This interview with Jim Bianco and Jeremy Schwartz discusses the Federal Reserve’s policy path, whether inflation will actually come down, and if the economy is headed for a no landing. We also delve into the neutral rate, the key election issues for markets, and whether stocks will outperform bonds.
Timestamps:
00:00 Introduction
00:48 Jim & Jack's Assessment Of The Economy
02:58 The Fed & Interest Rates
03:55 Unemployment & The Sahm Rule
06:57 Is Inflation Coming Down?
08:33 Real Interest Rates
11:05 What Is The Neutral Rate?
14:21 The Pace Of The Cutting Cycle
18:41 Election Insights
20:55 Deficits Are The Key Issue
23:11 Will Stocks Outperform Bonds?
453 episodes
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