Terminal Junkie
Explicit content warning
11/02/23 • 53 min
Well, the Fed decision is out now; looks like the tone and stance of the Fed is still pretty hawkish pending some sort of major economic catastrophe. But the main question now becomes: when does the Fed their terminal rate? Also, when will the Fed officially begin lowering their effective rate? Seems like money managers all over the world are trying to get a pulse on this. That and the UAW strike.
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Stay Drunkenomical y’all!
Well, the Fed decision is out now; looks like the tone and stance of the Fed is still pretty hawkish pending some sort of major economic catastrophe. But the main question now becomes: when does the Fed their terminal rate? Also, when will the Fed officially begin lowering their effective rate? Seems like money managers all over the world are trying to get a pulse on this. That and the UAW strike.
Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL
Merch: drunkenomics.myspreadshop.com
Patreon: patreon.com/drunkenomics
Stay Drunkenomical y’all!
Previous Episode
Equities vs. Fixed Income
Well...at the time this episode was being recorded, there was still a 'speakerless House.' Of course, in an uncharacteristic fashion, they managed to elect a speaker in Mike Johnson within a day of this being recorded; but congrats on getting something done finally. Most of our drams this week, however, was consumed to the discussion of which broad asset class might outperform in the next 12 months (not financial advice) given the headwinds and tailwinds we're seeing along with what the talking heads on Wall Street are talking about. I'll put a reminder in here to check if our thesis actually came to fruition.
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Next Episode
Delinquent
Happy week after Fed week everyone! Hope you were all able to recover swiftly from your hangovers this last weekend because this US Government balance sheet is nothing but sobering. Upon viewing the Fed day interview with Jeff Gundlach on CNBC last week, it looks like the US consumer along with the US Government has a serious debt problem that a "higher for longer" attitude will only add fuel to the implosion. Not trying to call wolf...just saying...
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Patreon: patreon.com/drunkenomics
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