A Hawkish Fed Moves Against Inflation

A Hawkish Fed Moves Against Inflation

The Federal Reserve’s monetary tightening cycle is underway, with yesterday’s 25-basis-point increase to the fed funds target range the first of what’s now forecast to be a total of seven such moves in 2022. Chair Jerome Powell said during his post-Federal Open Market Committee (FOMC) meeting press conference that the Fed could finalize “quantitative tightening” plans as soon as the FOMC’s May meeting. The Fed expects inflation to come in at 4.3% in 2022 before it falls to 2.7% in 2023 and 2.3% in 2024. Policymakers adjusted downward their 2022 growth forecast, from 4.0% to 2.8%. U.S. equity indexes have responded positively to the Fed’s new hawkish stance. Market yields continue to climb, most notably the average 30-year mortgage rate. Volatility continues to be the primary characteristic of financial markets. Chinese stocks continued to rally on accommodative moves announced by government officials, but the nickel market remains an unsettled mess. The “Fed Guy,” Joseph Wang, a former trader on the central bank’s open markets desk, joins Real Vision’s Maggie Lake to discuss the Fed’s decision, the means it will employ to combat inflation, its forecasts for both inflation and growth, and financial markets’ response. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3CNtwkF Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2039)

Adventures in Finance 7 - The Triggering: Article 50 and Brexit

Adventures in Finance 7 - The Triggering: Article 50 and Brexit

Uncertainty reigns, as political and economic forces build before the historic negotiations which could alter the shape of Great Britain and the EU forever. In 'Things I Got Wrong', Bill Fleckenstein, CEO of Fleckenstein Capital discusses the mistakes he made in underestimating the folly and largesse of Central Bankers. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Maalis 201758min

Adventures in Finance 6 - Satellites, Big Data and Finance

Adventures in Finance 6 - Satellites, Big Data and Finance

Explore how satellite imagery data is being utilized to drive financial insights, with advice from James Crawford, CEO of Oribital Insights. In ‘The Things I Got Wrong’, Jawad Mian, Founder of Stray Reflections, sits down to share his slip-ups about silver and managing your ego. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Maalis 201755min

Adventures in Finance 5 - China’s One Belt One Road

Adventures in Finance 5 - China’s One Belt One Road

Unearth unprecedented investment opportunities in China’s One Belt One Road strategy – something we haven’t seen since the BRICS. Plus, Ben Hunt, Chief Investment Strategist at Salient Partners shares what he got wrong about Europe. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Maalis 201753min

Adventures in Finance 4 - Analyzing Cyclical Market Behavior

Adventures in Finance 4 - Analyzing Cyclical Market Behavior

Understand how to leverage financial cycles & forecast future markets with veteran investor Robin Griffiths. Also on this week, Brent Johnson, CEO of Santiago Capital, tells us his misjudgments’ on gold and being a true contrarian. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Helmi 201752min

Adventures in Finance 3 - Opportunities in German Real Estate

Adventures in Finance 3 - Opportunities in German Real Estate

Uncover the huge untapped potential in Germany’s real estate market and the interesting cultural and fundamental dynamics driving this opportunity. Mark Yusko, CEO and CIO of Morgan Creek Capital Management, also shares what he got wrong about volatility and leverage in 2008. Learn more about your ad choices. Visit podcastchoices.com/adchoices

9 Helmi 201754min

Adventures in Finance 2 - Geopolitical Framework for Investing

Adventures in Finance 2 - Geopolitical Framework for Investing

No investor can afford to ignore geopolitics anymore. Understand why you need a geopolitical analysis framework and how to use it to your advantage. In our ‘Things I Got Wrong’ segment, Louis Gave, Co-founder of Gavekal Research shares his errors about the liberalization of capital in China. Learn more about your ad choices. Visit podcastchoices.com/adchoices

2 Helmi 201757min

Adventures in Finance 1 - Aftermath of India Demonetization

Adventures in Finance 1 - Aftermath of India Demonetization

Delving into the consequences and opportunities following the cancellation of 86% of India’s currency in circulation. Also, find out what Raoul Pal, founder of Real Vision and Global Macro Investors, got wrong in times of crisis & learn from his mistakes. Learn more about your ad choices. Visit podcastchoices.com/adchoices

26 Tammi 201758min

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