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HOLY SH*T! It's Here: What's Next?
Episode 651

HOLY SH*T! It's Here: What's Next?

Eurodollar University

December 15, 202318m 18s

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Show Notes

If you are interested, we are having a holiday sale. You can check it out here: https://www.eurodollar.university/sales-page-1


The FOMC and its dots. Stocks took them one way, bonds another. After pounding higher-for-longer all year, suddenly officials just gave up on it like nothing. That's a bit curious already. We need to understand what lower rates really mean, both in the marketplace and why the Federal Reserve (and others) are suddenly in agreement with bonds.

Eurodollar University's Money & Macro Analysis

Jay Powell Speech December 1, 2023
https://www.federalreserve.gov/newsevents/speech/powell20231201a.htm

Jay Powell Press Conference December 13, 2023
https://www.federalreserve.gov/mediacenter/files/FOMCpresconf20231213.pdf

FOMC SEP - the December dots
https://www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20231213.pdf

Twitter: https://twitter.com/JeffSnider_EDU
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RealClearMarkets Essays: https://bit.ly/38tL5a7

#recession #money #recession2023 #money #inflation #deflation #interestrates #dollar #economy #credit #interestrates #eurodollar #income #stocks #retirement

Topics

Eurodollar UniversityJeff SniderMonetary OrderCentral BanksAlhambra InvestmentsInflationDeflationEconomyDepressionRecession