Breaking Down The FOMC Meeting with Joseph Wang, Brent Donnelly & Bob Elliot

In this inaugural Forward Guidance post-FOMC livestream, Felix hosts Brent Donnelly, Bob Elliott, and Joseph Wang to dissect the Federal Reserve's recent decisions and their implications for the economy. The panel assesses the Fed's hawkish stance, debates the influence of political factors on monetary policy, and analyzes key economic indicators like PDFP. They also explore the potential impact of tariffs on inflation and growth, the strength of the dollar, and the future composition of the FOMC. The conversation concludes with tactical investment recommendations, including being long on the dollar against the yen, and favoring bonds over stocks amidst a slowing economy.