When Will The Fed Raise Rates?

Benjamin Cowen

Summary

This video examines the current Federal Reserve interest rate policy and its influence on broader financial markets. The analyst predicts that the Fed will likely keep interest rates constant in the immediate term rather than hiking them tomorrow, while expecting a probable rate hike in September. The analysis draws parallels between bond market dynamics, persistent inflation concerns, and a strong labor market, suggesting that bond market reactions could trigger a potential equity correction later in the year. Ultimately, the analyst highlights a 'flight to safety' strategy, favoring stronger assets like Bitcoin and mega-cap tech stocks over speculative altcoins due to restrictive monetary conditions.

Chapters

  1. 0:00Introduction to macroverse and FOMC
  2. 0:53Upcoming FOMC meeting expectations
  3. 2:17Analyzing the yield curve
  4. 4:48Energy and inflation headwinds
  5. 5:06Labor market statistics
  6. 8:23Market correction patterns
  7. 9:03Stock market behavior during mid-term years
  8. 10:05Using the FedWatch tool
  9. 10:35The relationship between Fed and two-year yields
  10. 13:54Flight to safety and crypto analysis
  11. 15:37Conclusion and conference invitation

Topics covered

  • Fed rate hike expectations
  • Yield curve and bond markets

+5 more topics (full content when you follow the channel)

Transcript excerpt

Hey everyone, and thanks for jumping back into the macroverse. Today, we're going to talk about the upcoming FOMC meeting occurring tomorrow, and when the Federal Reserve is likely going to raise interest rates. If you guys like the content, make sure you subscribe to the channel, give the video a thumbs up, and check out the sale on ITC Premium at intothecryptoverse.com. As a reminder, we do have the first Investing Through the Cycles Conference ITC coming up in November. Make sure you guys check that out. We've got a lot of great speakers already lined up, and we'll be we will be announcing more speakers in the coming weeks. We've already got several great speakers. I'm sure you guys know all of them, but go take a look on the website, and I look forward to seeing you guys there. So, the sort of the the the big question right now in the room is is the Fed going to raise rates, and if t…