118. Rate cuts have begun as the economy sputters, but inflation and asset bubbles still pose a threat

Milkshakes Markets Madness | Brent Johnson

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RATE CUT BLOW UP

The U.S. economy, although showing signs of weakness, continues to remain resilient in the face of tight monetary policy.
However, central banks in other countries are less confident about their own economic outlook as a few announced rate cuts this week.
Do they know something The Fed doesn’t or is this just another example of the Dollar Milkshake Theory unfolding in real-time as global liquidity continues to seek shelter in the U.S. markets.
This is good news for foreign policy and the weaponization of the dollar, but it is also causing stubborn asset bubbles that risk undermining the Fed’s goal of a soft landing.
This and more on the latest episode of MILKSHAKES MARKETS MADNESS.
https://youtu.be/TxdJzbIiYbE
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FULL-LENGTH EPISODE 80
(June 09, 2024)
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The full-length episode is a weekend release that dives deeper into the biggest themes from the prior week. Expect longer discussions and video playback times of over 30 minutes.
*** More information about Milkshakes, Markets, Madness, and the hosts, can be found after the chapter timestamps below. ***
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CHAPTERS
Season 02, Episode 22
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00:00 – Intros
01:05 – Dollar Milkshakes Masterclass
06:52 – Macro Alchemist
09:10 – Market overview
18:35 – Central bank policies
27:21 – Impacts of passive investing
32:07 – Weaponization of the Dollar
34:22 – Gamestop
38:17 – Closing Remarks
39:24 – Outros / Disclaimer
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