A Hawkish Fed Eyes Inflation (and Not Much Else)

A Hawkish Fed Eyes Inflation (and Not Much Else)

In another sign energy is now a second front in the Eastern European war, President Vladimir Putin has said he wants “unfriendly countries” to pay for Russian oil and gas in rubles. Putin’s move follows reports that European Union nations are considering joining the U.S. boycott of Russian oil and in the aftermath of a weekend attack on Saudi production facilities. Brent crude, the European benchmark, has surged again, rising nearly 5% Wednesday to $121. Energy costs will surely have the attention of an inflation-obsessed Federal Reserve. Cleveland Fed President Loretta Meester said she supports front-loading rate hikes, while San Francisco Fed President Mary Daly said she sees room for a 50-basis-point hike at the next Federal Open Market Committee meeting in May. That’s despite the fact that market rates are already negatively impacting the housing market, with new home sales down for a second straight month in February and mortgage refinance applications down 14% week over week. Darius Dale, founder and CEO of 42 Macro, joins Maggie Lake to talk about energy, inflation, and the Fed. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/36C4JE6 Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2080)

Adventures in Finance 48 -  Taking Stock: The Best of “Adventures in Finance”

Adventures in Finance 48 - Taking Stock: The Best of “Adventures in Finance”

Grant looks back at some of his favorite moments from the podcast, reflecting on some of the boldest calls, sharpest insights and most meaningful stories he’s heard. Learn more about your ad choices. ...

29 Joulu 20171h 42min

Adventures in Finance 47 - What Lies Beyond? Big Themes for 2018 Part II: Inflation

Adventures in Finance 47 - What Lies Beyond? Big Themes for 2018 Part II: Inflation

Is an inflation spike around the corner – and if so, what effects could that have? To find out, Grant speaks to Jawad Mian of Stray Reflections, Jonathan Pain of the Pain Report, and Peter Boockvar of...

22 Joulu 20171h 10min

Adventures in Finance 46 - What Lies Beyond? Big Themes for 2018 Part I: Volatility

Adventures in Finance 46 - What Lies Beyond? Big Themes for 2018 Part I: Volatility

Grant and James are joined by two of the most seasoned volatility traders in the world, David Dredge of City Financial and Chris Cole of Artemis Capital Management, to discuss the curious absence of v...

15 Joulu 20171h 10min

Adventures in Finance 45 - Baring The FAANGS: What’s Next For The Tech Titans?

Adventures in Finance 45 - Baring The FAANGS: What’s Next For The Tech Titans?

Mark Mahaney of RBC Capital Markets offers his positive assessment of the outlook for the big tech giants who have led the market rally while Jesse Felder, author of The Felder Report and host of the ...

8 Joulu 20171h 10min

Adventures in Finance 44 - Mind Games: Harnessing Market Psychology

Adventures in Finance 44 - Mind Games: Harnessing Market Psychology

Peter Atwater (Financial Insyghts) and Ben Hunt (Salient) are masters of how to measure confidence in both the economy and in markets. In conversation with Grant Williams, they break down their method...

1 Joulu 20171h 7min

Adventures in Finance 43 - Take-out or Delivery: What’s really happening in retail?

Adventures in Finance 43 - Take-out or Delivery: What’s really happening in retail?

On the eve of the Holiday shopping season, Stephanie Pomboy (MacroMavens) and Dana Telsey (Telsey Advisory Group) stake very different positions about the health of the retail space and the consumer. ...

24 Marras 201755min

Adventures in Finance 42 - A Deep Dive into the Real Vision Think Tank

Adventures in Finance 42 - A Deep Dive into the Real Vision Think Tank

Three contributors to the Real Vision Think Tank discuss their views on the most important areas upon which investors should currently be focusing. Maleeha Bengali of MB Commodity Corner, Tony Greer o...

17 Marras 20171h 3min

Adventures in Finance 41 - A Sea Change Could Be On The Fed’s Horizon

Adventures in Finance 41 - A Sea Change Could Be On The Fed’s Horizon

Is this a fork in the Fed’s road? President Trump has nominated Jerome Powell to be the next chair of the Federal Reserve. Whether Powell will continue down the same path of Janet Yellen, and Ben Bern...

10 Marras 20171h 6min

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