What A Growth Scare Means For The Fed & Markets | Warren Pies

In this episode, Warren Pies joins the show to discuss his outlook for 2025, his view of the housing market, and why he thinks inflation fears are overblown. We also delve into equity valuations, the long bond trade, and much more. Enjoy!
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Timestamps:
00:00 Introduction
02:20 2025 Outlook
05:50 Economic Tensions & The Bond Market
11:21 Fed Terminal Rate & Restrictiveness
16:29 Housing Market & Employment
23:43 Impact Of LA Fires
26:48 Ads
28:45 December SEP
32:25 Rate Cut Expectations
34:56 Inflation Overview
39:50 Debating Case For Sticky Inflation
43:12 Equity Valuations
50:19 Growth Vs Value
52:59 Long Bond Trade
56:23 Commodities Outlook
57:41 Learn More About Warren’s Work

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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.

Видео What A Growth Scare Means For The Fed & Markets | Warren Pies канала Forward Guidance