Worth listening: Liz Ann Sonders and team just released their latest podcast diving into current market conditions, earnings season dynamics, and the yield environment.
The highlight? A conversation with Richard Clarida on Fed policy and how the economy is walking this strange tightrope right now.
When former Fed vice chairs start calling something a "curious balancing act," that's usually code for "we're in uncharted territory and nobody's quite sure what happens next."
The gap between what markets expect and what the Fed might actually do keeps widening. That tension doesn't resolve itself quietly.
The highlight? A conversation with Richard Clarida on Fed policy and how the economy is walking this strange tightrope right now.
When former Fed vice chairs start calling something a "curious balancing act," that's usually code for "we're in uncharted territory and nobody's quite sure what happens next."
The gap between what markets expect and what the Fed might actually do keeps widening. That tension doesn't resolve itself quietly.