Federal Reserve Puts Markets On Edge: January FOMC Was “Hawkish” Argues Fed Expert Joseph Wang

January 31, 2024

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This week, Joseph Wang CIO at Monetary Macro joins the show to discuss the latest in markets after Jerome Powell's FOMC conference.
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Timestamps:

00:00 Introduction
00:41 Joseph's View on Jan FOMC: "This Was A Hawkish Fed Conference"
07:51 Joseph's View On Asset Prices
10:04 Joseph's View on Rates
20:52 Vaneck Ad
21:37 The Plumbing Of How The Government & Fed Prints Money
32:41 Treasury Issuance (QRA, Quarterly Refunding Announcement)
39:01 Joseph's View on Fed's Quantitative Tightening (QT): Taper Could Likely Begin In Q4 2024
44:57 Fed's Plan For Discount Window & End Of Bank Term Funding Program (BTFP)
49:31 Joseph Wang: Fiscal Deficits Will Likely Continue To Fuel Bull Market In Risk Assets
52:19 Concentration of Stock Market Rally
01:00:12 Jack Puts On Tin Foil Hat Re: Fed Language & New York Community Bank (NYCB)
01:02:44 Closing Thoughts: Plumbing People Are Not Always Bearish!!
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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.

The views or opinions expressed in the broadcasts are solely those of the individuals involved and do not necessarily represent those of INK Research and Canadian Insider.

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