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On today's episode, Danielle DiMartino Booth, CEO and Chief Strategist at QI Research, and George Goncalves Head of US Macro Strategy at MUFG for a discussion on what to expect from the Fed, economy & markets in 2024. Will the Fed be able to avoid a recession as markets price in a soft landing? To hear all this & more, you'll have to tune in!
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Use code FG10 to get 10% off Blockworks’ Digital Asset Summit in March: https://blockworks.co/event/digital-asset-summit-2024-london
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Timestamps:
00:00 Introduction
00:38 What To Expect In 2024
07:52 Fed Rate Cuts In 2024
14:35 What Caused The Powell Pivot?
28:38 Will The Fiscal Support End In 2024?
42:55 Recession vs The Soft Landing
50:23 Heading For A Credit Event
54:39 Positioning Into 2024
57:32 Quantitative Tightening
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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.
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