Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup

This week we discuss whether the Fed made the right decision, the post-FOMC volatility spike, and the China risk to markets. We also delve into the labor market, the 1998 framework for today’s economy, 2025 expectations, and much more. Enjoy!
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Timestamps
00:00 Introduction
03:03 Why The Fed Did The Right Thing
06:36 Is Inflation Rolling Over?
12:01 Trump Policy Impact
14:16 Explaining The Volatility Spike
20:02 2025 Monetary Policy Outlook
22:02 Mapping The Market Rotation
27:43 VIX & Market Positioning
31:46 China Risk
33:42 Ads
35:36 Systematic Volatility
37:50 China Structural Issues & Stimulus
39:54 Bond Yields Vs Equities
43:31 2025 Rate Cutting Path
46:54 Labor Market & Supply Shocks
51:04 Economic Optimism & Lending
52:35 Growth & Oil Outlook
54:58 Bessent Economic Plan
57:15 1998 Framework
59:55 Productive Capacity Boom
01:03:04 End-Of-Year Thoughts

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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.