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Is it Possible for Anyone to Outdo the Fed’s Hawkishness?

🔥 𝐅𝐑𝐄𝐄 Newsletter: Understand What’s Moving Markets — In Minutes!

After the worst trading day in 2023, the U.S. stock market is hovering relatively unchanged following the release of this afternoon’s FOMC minutes. The minutes confirmed that most Fed members are on board with the continued fight against inflation. Maggie Lake sits down with Michael Kao, the CEO of Akanthos Capital Management, to discuss the price action, his outlook for the global economy, and why he’s concerned that too many investors are engaged in a dangerous, self-fulfilling cycle of over-exposure.

Plus, we’ll hear from Jacob Shapiro, the Director of Geopolitical Analysis at Cognitive Investments, on why there’s opportunity in supply chains even if they don’t ease. You can watch that entire interview here:
We want to hear from you, so be sure to get your questions in.

#macro #realvision #financialmarkets

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Can Anyone Out-Hawk the Fed?

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