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EssentialThe Essential Conversation

Stocks Suffer as the Fed Turns Hawkish

Featuring George Goncalves and Jared Dillian

Feb 07, 2022 • 44 minutes

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Essential

The Essential Conversation

Stocks Suffer as the Fed Turns Hawkish

After more than a decade of easy money, inflation is now the top priority.

Featuring George Goncalves and Jared Dillian

Feb 07, 2022 • 44 minutes

With U.S. equity indexes languishing in January, it’s clear that investors are anxious about the Federal Reserve’s tightening cycle. George Goncalves, head of U.S. Macro Strategy at MUFG, talks with Jared Dillian of The Daily Dirtnap about whether and when the Fed might recognize a “pain threshold” for the stock market and walk back its hawkish tone. At the same time, given President Joe Biden’s recent jawboning, it’s hard to see how the central bank can relent until it tames inflation. Goncalves and Dillian also discuss credit markets and messages from the yield curve. All told, the only certainty for investors in coming months is uncertainty. Recorded on February 1, 2022. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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