Fed Shock: Next Policy Move Could Trigger Market Revolt
The David Lin Report
Bond Yields Depend On Walsh's Tone
Sri-Kumar says long yields will react to Walsh's commitment to cuts or restraint at his first meeting.
🔒 Get 20% off DeleteMe by going to https://joindeleteme.com/DAVIDLIN and use code DAVIDLIN to protect your privacy!And 🔈 Listen to What the Hack?, an award-winning, true cybercrime podcast: https://pod.link/1571482669Komal Sri-Kumar, President of Sri-Kumar Global Strategies, warns that the Fed is trapped, inflation is rising, and deep divisions inside the FOMC could derail rate cuts as markets face renewed pressure from oil, bonds, and AI-driven risks.*This video was recorded on April 29, 2026To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW KOMAL SRI-KUMAR:Substack: https://srikonomics.substack.com/X (@SriKGlobal): https://x.com/SriKGlobalFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - FOMC decision1:05 - Fed dissents4:55 - Next Fed Chair and independence8:21 - Fed policy tools and balance sheet13:10 - Powell on rate path15:19 - Labor market outlook17:29 - Bond market reaction20:24 - Neutral rate debate24:25 - Economic strength vs inflation26:19 - Recession risks28:02 - Consumer divide29:21 - Asset market outlook35:10 - Sector opportunities#economy #inflation #fed
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