59. Investors brace for impact as the Fed pause promises more pain ahead

Milkshakes Markets Madness | Brent Johnson - A podcast by Brent Johnson and Jon Kutsmeda - Sundays

  Welcome back to Milkshakes, Markets, Madness. Additional weekly content, including a Monday “Peek at the Week”, a Midweek Update, and the NEW “Madness Edition” series, are all available exclusively on the YouTube Channel. If you are new to the show please read the LEARN MORE section which follows the show description and chapter timestamps further below. On our website there is an embedded video above and an audio player at the bottom of the page MORE PAIN AHEAD This past week promised to bring excitement and it did not disappoint. However, investors were feeling beat down after the Fed’s pause did not meet their expectations. The hawkish tone in the Fed’s decision were echoed by Powell during the post-FOMC press conference as he made his point clear – rates would remain higher for longer. If that wasn’t painful enough, especially for anyone hoping a pivot would be on the horizon, Jerome gave a stiff kick to rate cut rumors by suggesting further hikes were still on the table for this year. The decision to pause may have been straight forward, but there was plenty to unpack and dissect in how the Fed delivered the news. Brent and Jon break it all down and give you some of their own forward guidance in this week’s full-length episode. Learn more on the latest Milkshakes Markets Madness Show. https://youtu.be/yjmw4OheMfs ————————————– FULL-LENGTH EPISODE (Season 01, Episode 41) ————————————– 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. *** ———————- CHAPTERS ———————- 00:00 – Video intro (26 seconds) 00:28 – Title screen and disclaimer 00:30 – How to navigate our channel 01:17 – Fed hawkish pause 04:51 – This is not the pause you are looking for… When Doves Cry: https://youtu.be/rWrl_FMoCpE 09:28 – Global rate hike expectations 12:19 – More pain coming 13:36 – Bad news is good news … or is it? Free Market Vigilante: https://youtu.be/9HSRaEZ8nfQ 21:28 – No chance to breath 24:01 – One landmine away from disaster 29:10 – Being prepared for different outcomes 33:11 – Wrap-up 34:23 – Outro 34:37 – Disclaimer ——————— LEARN MORE ——————— Every week, Brent Johnson and Jon Kutsmeda invite you to share a laugh at their favorite Twitter tantrums, and the madness of financial markets. If you are tired of drawn out, jargon filled, boring financial podcasts, then tune in for Milkshakes, Markets,