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

Forward Guidance

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