When Will The Fed Raise Rates?

Benjamin Cowen

Resumen

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.

Capítulos

  1. 0:00Introducción y predicción de tasas
  2. 1:49Historial de tasas y curva de rendimiento
  3. 4:02Inflación, mercado laboral y energía
  4. 6:06La presión del mercado de bonos
  5. 7:07Precedentes y corrección de mercado
  6. 10:05El Fed Watch y el rendimiento a dos años
  7. 12:04Impacto de las tasas en el mercado
  8. 13:51Vuelo a la seguridad y política monetaria
  9. 15:03Conclusión

Temas tratados

  • Fed rate hike expectations
  • Yield curve and bond markets

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Extracto de la transcripción

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…