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The Fed is tightening monetary policy at the fastest pace seen in the last 40+ years, promising to push interest rate higher well into 2023. Markets were caught by surprise. Falling growth, ongoing hikes and the biggest US housing inventory build-up in the last 15 years (=unsold real estate) mean two things: 1, many more troubles for risk assets in the short-term, 2. the higher rates go, the more likely a recession. We will discuss about this, and much more, in the episode. Not financial advice. Follow us on www.monetharia.io/blog. Thanks!
By Nico and BastiThe Fed is tightening monetary policy at the fastest pace seen in the last 40+ years, promising to push interest rate higher well into 2023. Markets were caught by surprise. Falling growth, ongoing hikes and the biggest US housing inventory build-up in the last 15 years (=unsold real estate) mean two things: 1, many more troubles for risk assets in the short-term, 2. the higher rates go, the more likely a recession. We will discuss about this, and much more, in the episode. Not financial advice. Follow us on www.monetharia.io/blog. Thanks!