ICYMI: Threat to Fed Independence is Un-Anchoring Inflation Expectations
We Discuss:
đź”¶ The risk of losing Fed independence
đź”¶ Why foreign investors are rethinking U.S. exposure
đź”¶ Breakevens & inflation expectations
đź”¶ What could drive the next dollar leg down
Timestamps:
00:00 Introduction
03:25 Unpacking the Current Regime
07:46 US Macro Overview
08:21 Ads (VanEck, Aptos)
09:41 US Macro Overview
14:12 FX & Dollar Hedging
19:24 Tariff Impact on Capital Flows
25:23 Diversifying Central Bank Reserves
29:25 What’s Holding Up the Dollar?
30:06 Ads (VanEck, Aptos)
31:31 What’s Holding Up the Dollar?
36:21 Un-anchoring Inflation Expectations
41:23 Bond Yields, Fiscal & the Fed
48:29 US Growth & Investment
50:22 Fed Cut Expectations
52:17 Tariff Threat Overstated?
@jnordvig @fejau_inc
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