50 min
Juliette Declercq: The Fed Will Get Their Soft Landing On The Margin
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- Business
On today's episode of "On the Margin", Juliette Declercq Founder of JDI Research joins the show for a discussion on the Fed tightening cycle.
Contrary to many analysts, Juliette expects a soft landing in 2023 with the labor market remaining resilient as the Fed continues tightening. Juliette makes the case that inflation will continue to roll over throughout 2022 and into 2023, continuing the recent CPI & PPI prints that beat analyst expectations. To hear all this and more, you'll have to tune in!
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Follow Juliette: https://twitter.com/juliettejdi
Follow Mike: https://twitter.com/MikeIppolito_
Follow On The Margin: https://twitter.com/OnTheMarginPod
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.
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Timestamps:
(00:00) Introduction
(00:31) Preparing For A Soft Landing
(04:54) Inflation
(09:46) Progressing Through The Tightening Cycle
(13:52) Powell Channeling His Inner Volcke
(17:09) The Housing Market
(23:16) Circle Ad
(24:36) The Bullwhip Effect
(31:33) Have We Reached A Bottom In Stocks?
(44:06) Inflation In The US vs Europe
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Disclaimer: Nothing discussed on On The Margin 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.
On today's episode of "On the Margin", Juliette Declercq Founder of JDI Research joins the show for a discussion on the Fed tightening cycle.
Contrary to many analysts, Juliette expects a soft landing in 2023 with the labor market remaining resilient as the Fed continues tightening. Juliette makes the case that inflation will continue to roll over throughout 2022 and into 2023, continuing the recent CPI & PPI prints that beat analyst expectations. To hear all this and more, you'll have to tune in!
--
Follow Juliette: https://twitter.com/juliettejdi
Follow Mike: https://twitter.com/MikeIppolito_
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Blockworks: https://twitter.com/blockworks_
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
--
Circle’s USDC is one of the most trusted and widely used stablecoins in the digital asset industry. Check out their Transparency Hub at circle.com/transparency that outlines everything from links to USDC weekly reserve reports, monthly attestations, and blog posts written by their executive team highlighting how and why USDC was built the way it is.
--
Timestamps:
(00:00) Introduction
(00:31) Preparing For A Soft Landing
(04:54) Inflation
(09:46) Progressing Through The Tightening Cycle
(13:52) Powell Channeling His Inner Volcke
(17:09) The Housing Market
(23:16) Circle Ad
(24:36) The Bullwhip Effect
(31:33) Have We Reached A Bottom In Stocks?
(44:06) Inflation In The US vs Europe
--
Disclaimer: Nothing discussed on On The Margin 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.
50 min