Jun 28, 2023
In this comprehensive episode, Danielle DiMartino Booth, CEO & Chief Strategist for QI Research, joins the discussion to tackle various topics surrounding the Federal Reserve's leadership, monetary policy and the current economic challenges. Key themes covered include:
• Jay Powell's leadership and controversies within the Federal
Reserve Board
• The impact of monetary policies on Wall Street, mortgage rates
and unregulated loans, with insights into Powell's motivations and
challenges
• The multifaceted consequences of the COVID-19 pandemic on the
Federal Reserve's policy decisions and potential implications on
inflation
• The role of central clearing, systemic risk, and technology on
the financial market
• Explorations into credit easing, inflation battles, and the
influence of monetary policy in the treasury market
• The Fed's impact on commercial real estate, credit, and the
treasury market, along with insights on housing resilience
• A deep dive into inflation, quantitative tightening, and how
economic indicators affect the treasury market
• Discussions on Powell's experiences, interest rate considerations
and the influence of fiscal policies on treasury markets and
financial engineering
• Assessments on data releases, regional banking challenges and
wider implications of low-interest rates on the economy
• The Fed's interest rate strategies, credit market signals, future
of financial regulations and the overall economic outlook
This information-packed episode is a must-listen for those keen on
understanding the complexities of the Federal Reserve, monetary
policy and the evolving economic landscape. Gain valuable insights
and expert opinions on how to navigate through these challenging
times.
This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management Inc
*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.