Markets Will Get A Deficit President No Matter What | Jim Bianco & Jeremy Schwartz
This interview with Jim Bianco and Jeremy Schwartz discusses the Federal Reserve\u2019s 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.\n__\nFollow Jim Bianco on Twitter https://x.com/biancoresearch\nFollow Jeremy Schwartz on Twitter https://x.com/JeremyDSchwartz\nFollow Jack Farley on Twitter https://twitter.com/JackFarley96\nFollow Forward Guidance on Twitter https://twitter.com/ForwardGuidance\nFollow Blockworks on Twitter https://twitter.com/Blockworks_\n__\nTimestamps:\n(00:00) Introduction\n(00:48) Jim & Jack's Assessment Of The Economy\n(02:58) The Fed & Interest Rates\n(03:55) Unemployment & The Sahm Rule\n(06:57) Is Inflation Coming Down?\n(08:33) Real Interest Rates\n(11:05) What Is The Neutral Rate?\n(14:21) The Pace Of The Cutting Cycle\n(18:41) Election Insights\n(20:55) Deficits Are The Key Issue\n(23:11) Will Stocks Outperform Bonds?\n__\nDisclaimer: 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