This interview with Jim Bianco and Jeremy Schwartz discusses the Federal Reserve’s policy path, whether inflation will actually come down, and if the economy is headed for a no landing. We also delve into the neutral rate, the key election issues for markets, and whether stocks will outperform bonds.

__

Follow Jim Bianco on Twitter https://x.com/biancoresearch

Follow Jeremy Schwartz on Twitter https://x.com/JeremyDSchwartz

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__

Timestamps:

(00:00) Introduction

(00:48) Jim & Jack's Assessment Of The Economy

(02:58) The Fed & Interest Rates

(03:55) Unemployment & The Sahm Rule

(06:57) Is Inflation Coming Down?

(08:33) Real Interest Rates

(11:05) What Is The Neutral Rate?

(14:21) The Pace Of The Cutting Cycle

(18:41) Election Insights

(20:55) Deficits Are The Key Issue

(23:11) Will Stocks Outperform Bonds?

__

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets

Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz 30:00 Share

Forward Guidance

Shownotes Transcript

Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz