EPISODE · Mar 20, 2025 · 17 MIN
GDP Downgrades Have Begun, The Fed is in BIG Trouble
from Eurodollar University · host Jeff Snider
I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here: https://event.webinarjam.com/register/27/l3k2rby6The only question is how long the Fed can hold out, not if. With other central banks racing toward the bottom already, the fact those around the FOMC are also speaking with more forceful concerns - even downgrading - their expectations has the Fed effectively trapped, only a step maybe two away from re-entering that same race. Eurodollar University's Money & Macro AnalysisBloomberg US Growth Downgrades Appear on Wall Street Amid Policy Turmoilhttps://www.bloomberg.com/news/newsletters/2025-03-10/us-recession-growth-downgrades-appear-on-wall-street-amid-policy-turmoilAtlanta Fed GDPNow https://www.atlantafed.org/cqer/research/gdpnowAtlanta Fed GDPNow Q1 adjustmentshttps://www.linkedin.com/pulse/gdp-forecasters-some-gold-doesnt-glitter-atlantafed-fxb2e/?trackingId=IKtl2qJkTya%2FgvCxax%2FXEQ%3D%3DBloomberg Fed Needs to Raise Threat of ‘Bad News’ Rate Cuts, El-Erian Sayshttps://www.bloomberg.com/news/articles/2025-03-19/el-erian-says-fed-needs-to-raise-threat-of-bad-news-rate-cutshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
What this episode covers
I am doing a webinar on how The Global Economy is Breaking: What Comes Next & How to Prepare. You can sign up here: https://event.webinarjam.com/register/27/l3k2rby6The only question is how long the Fed can hold out, not if. With other central banks racing toward the bottom already, the fact those around the FOMC are also speaking with more forceful concerns - even downgrading - their expectations has the Fed effectively trapped, only a step maybe two away from re-entering that same race. Eurodollar University's Money & Macro AnalysisBloomberg US Growth Downgrades Appear on Wall Street Amid Policy Turmoilhttps://www.bloomberg.com/news/newsletters/2025-03-10/us-recession-growth-downgrades-appear-on-wall-street-amid-policy-turmoilAtlanta Fed GDPNow https://www.atlantafed.org/cqer/research/gdpnowAtlanta Fed GDPNow Q1 adjustmentshttps://www.linkedin.com/pulse/gdp-forecasters-some-gold-doesnt-glitter-atlantafed-fxb2e/?trackingId=IKtl2qJkTya%2FgvCxax%2FXEQ%3D%3DBloomberg Fed Needs to Raise Threat of ‘Bad News’ Rate Cuts, El-Erian Sayshttps://www.bloomberg.com/news/articles/2025-03-19/el-erian-says-fed-needs-to-raise-threat-of-bad-news-rate-cutshttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU
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GDP Downgrades Have Begun, The Fed is in BIG Trouble
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