Sign up to save your podcasts
Or
Share Is The Fed Scared Of Something They're Not Telling Us About? | Michael Lebowitz & Adam Taggart
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Is The Fed Scared Of Something They're Not Telling Us About? | Michael Lebowitz & Adam Taggart
Lance Robert's portfolio co-manager Michael Lebowitz kindly steps in this week while Lance is away. Like many, he was caught off guard by the Federal Reserve's surprisingly dovish guidance this week.
There's not an obvious reason why the Fed changed its stance on interest rate cuts so swiftly. Just two weeks ago, Jerome Powell was saying that his committee was not even talking about rate cuts yet.
So what changed?
Could the plans to cut rates more aggressively than previously guided be a sign the Fed is spooked by something Powell isn't telling us about? Like greater odds of a recession ahead?
Michael and Thoughtful Money host Adam Taggart discuss this, as well as the future of inflation and interest rates, liquidity, the outlook for bonds, stocks and the markets in general. Michael concludes by sharing his firm's latest trade in response to the Fed's words.
SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get Adam's Notes for all the recent experts who have appeared on this channel
#bonds #interestrates #federalreserve
View all episodes
By Adam Taggart | Thoughtful Money
4.6
314314 ratings
Lance Robert's portfolio co-manager Michael Lebowitz kindly steps in this week while Lance is away. Like many, he was caught off guard by the Federal Reserve's surprisingly dovish guidance this week.
There's not an obvious reason why the Fed changed its stance on interest rate cuts so swiftly. Just two weeks ago, Jerome Powell was saying that his committee was not even talking about rate cuts yet.
So what changed?
Could the plans to cut rates more aggressively than previously guided be a sign the Fed is spooked by something Powell isn't telling us about? Like greater odds of a recession ahead?
Michael and Thoughtful Money host Adam Taggart discuss this, as well as the future of inflation and interest rates, liquidity, the outlook for bonds, stocks and the markets in general. Michael concludes by sharing his firm's latest trade in response to the Fed's words.
SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get Adam's Notes for all the recent experts who have appeared on this channel
#bonds #interestrates #federalreserve
More shows like Thoughtful Money with Adam Taggart
View all
Macro Voices
3,060 Listeners
Hidden Forces
1,438 Listeners
Hedgeye Podcasts
197 Listeners
Superinvestors and the Art of Worldly Wisdom
414 Listeners
Palisades Gold Radio
252 Listeners
The Market Huddle
363 Listeners
Rebel Capitalist News
1,033 Listeners
Eurodollar University
460 Listeners
The Grant Williams Podcast
1,352 Listeners
Wealthion - Be Financially Resilient
383 Listeners
The Jay Martin Show
71 Listeners
Forward Guidance
276 Listeners
The Julia La Roche Show
55 Listeners
The David Lin Report
34 Listeners
Monetary Matters with Jack Farley
91 Listeners