
Inflection Point The Fed Won't Come To The Rescue Anytime Soon | George Goncalves
8 snips
Jun 21, 2023 Chapters
Transcript
Episode notes
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Introduction
00:00 • 5min
The US Can't Just Decouple From the Rest of the World
04:44 • 4min
The Future of the Markets
09:05 • 5min
The Negative Effects of COVID on the Job Market
13:39 • 3min
The White Collar Recession and the Impact on the Jobs Market
16:18 • 4min
The Rise and Fall of the US Unemployment Rate
20:42 • 4min
The Current State of the US Employment Market
24:52 • 4min
The Fed's Inversion of the Yield Curve
28:50 • 3min
The US Is Mired in a Recession
32:17 • 2min
The Impact of the Credit Tightening on the Banking Situation
34:17 • 4min
The Risks of Liquidity Shocks
38:14 • 5min
The Importance of the Reverse Repo Facility
43:40 • 3min
The Liquidity Haves and Have Nots in the Money Markets
46:15 • 3min
Commercial Real Estate Debt Concentration in the Small Regional Banking Sector
49:03 • 3min
The Importance of Inflation
52:32 • 4min
The Fed's Decision to Pause and Signal Two More Right Hikes
56:08 • 4min
The Fed's Preference Measure of Inflation
01:00:08 • 2min
The Inflation Problem and the Fiscal Policymakers
01:01:55 • 4min
