Can the Fed "Catch Up" Without Tanking the Economy?

Can the Fed "Catch Up" Without Tanking the Economy?

The April nonfarm payroll figure topped consensus forecasts, and the unemployment rate held at 3.6%. A slight retreat in the labor force participation rate surprised, but, overall, more evidence of a tight labor market should brace a Federal Reserve as it effects an aggressive tightening cycle. That’s despite the fact that, when it comes to growth, we’re looking at “three straight quarters of almost nothing besides inventory along with a growing catalog of economic data more like Q1 GDP than anything.” So observes Jeffrey Snider, Head of Global Research at Alhambra Investments. Meanwhile, the threat of global recession amid war in Eastern Europe and rising geopolitical tensions augurs a new world order. We hear from Peter Zeihan and Dee Smith. Is the Fed hiking rates into a downturn? How is the market responding to the central bank’s rapid tone shift? And what will investors do should the situation devolve into a real collateral crisis? Snider joins Real Vision’s Maggie Lake for today’s Daily Briefing to talk about whether the Fed is up to the challenges it faces. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3ylWN5I. Watch the full interview with Peter Zeihan and Dee Smith here: https://rvtv.io/3kJBIKy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2084)

Adventures in Finance 60 - Look Out Below? David Rosenberg’s Stormy Outlook

Adventures in Finance 60 - Look Out Below? David Rosenberg’s Stormy Outlook

After a tumultuous first quarter for stocks, what will the rest of the year bring? Nothing good, according to famed economist David Rosenberg of Gluskin Sheff. He outlines what could be ahead for the ...

30 Maalis 201850min

Adventures in Finance 59 - Anti-Social: Facebook, Privacy and Societal Shifts

Adventures in Finance 59 - Anti-Social: Facebook, Privacy and Societal Shifts

Will the Facebook-Cambridge Analytica fracas actually turn the tide of public opinion against the social media giant? Jesse Felder of The Felder Report and Peter Atwater of Financial Insyghts join to ...

23 Maalis 20181h 10min

Adventures in Finance 58 - Commercial Break: What the Ad industry’s struggles say about the economy

Adventures in Finance 58 - Commercial Break: What the Ad industry’s struggles say about the economy

Advertising behemoth WPP has run into massive troubles. Does this just reflect the flow of ad dollars into Google and Facebook, or does it suggest bigger problems with the global economy? Grant descri...

16 Maalis 201854min

Adventures in Finance 57 - Blue Steel: Tariffs, Trade and Trump

Adventures in Finance 57 - Blue Steel: Tariffs, Trade and Trump

What’s driving the modern movement toward protectionist tariffs and trade wars? Where will it all lead, and what lessons can we draw from history? Geopolitics consultant Peter Zeihan and historian Mar...

9 Maalis 201859min

Adventures in Finance 56 - Digging Gold: The Case for Precious Metals

Adventures in Finance 56 - Digging Gold: The Case for Precious Metals

Will it soon be gold’s time to shine once again? Rick Rule of Sprott Global Resources, Simon Mikhailovich Tocqueville Bullion Reserve and Ronald-Peter Stoeferle of Incrementum AG weigh in. Plus, in th...

2 Maalis 20181h 16min

Adventures in Finance 55 - The Storm After the Calm: Is Market Volatility Back?

Adventures in Finance 55 - The Storm After the Calm: Is Market Volatility Back?

Stock market volatility has surged to levels unseen in years. So is the era of unusual market calm now over and done with? Or was this latest episode just a temporary bit of turmoil? Steve Diggle of V...

23 Helmi 20181h 6min

Adventures in Finance 54 - Trump Whisperer: The Life and Times of Ken Kurson

Adventures in Finance 54 - Trump Whisperer: The Life and Times of Ken Kurson

Ken Kurson has been many things: A reporter, a rocker, a newspaper editor and a cryptocurrency evangelist. He’s also a supporter and occasional speechwriter for President Donald Trump. This week, he s...

16 Helmi 20181h 1min

Adventures in Finance 53 - Unfixed Income: The Bond Market Meltdown

Adventures in Finance 53 - Unfixed Income: The Bond Market Meltdown

Bond prices appear to be in the midst of a striking dive. So can we blame bonds for the stock market drop? Is the decades-long bond bull market finally over? And where will the 10-year Treasury yield ...

9 Helmi 20181h

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