Episode Summary

Mar 03 2023 . 29 MIN
Share:

How High Will Rates Fly?

Federal Reserve officials this week warned of more upcoming interest rate hikes in light of recent U.S. economic data. Maggie Lake is joined by Dominique Dwor-Frecaut, senior macro strategist at Macro Hive, to discuss the market’s positive response to today’s ISM services data and why she thinks the Fed is falling behind against inflation. We’ll also review what our other Daily Briefing guests this week said when asked what they think about the Fed’s current framework.

In the second half of today’s extended Daily Briefing, we’ll dive into Dominique’s three reasons why she is still calling for an 8% terminal fed funds rate. You can find more of Dominique’s work here: http://MacroHive.com.

Subscribe

Hosts

Ash Bennington headshot

Ash Bennington

Maggie Lake headshot

Maggie Lake

Raoul Pal headshot

Raoul Pal

Follow Us

We'll be tweeting new episodes, polls, questions, and show updates. Follow us and say hi!

@Realvision

Join the revolution

Choose your membership level below

Real Vision Essential

Essential insights for all investors

Our core membership, Real Vision ESSENTIAL, unlocks our most popular shows, introducing the key market themes we focus on and featuring hard-to-access guests like Kyle Bass, Jim Chanos, Jim Grant, Stan Druckenmiller and many more.

Become a member now and get analysis you won’t find anywhere else.

  • Daily interviews, investment ideas and presentations

  • The Real Vision Daily Briefing – after market close

  • Quarterly two-week long investment themes

  • Full, ad-free access to the archive

  • Binge anytime, anywhere on mobile and OTT apps, and offline with downloadable video, audio and transcripts

Become a member today

Plans starting at just $239/year. Cancel anytime.

Select your plan