Inflation & Fed Rate Cuts Market Outlook for S&P, Dollar, Gold, & Silver...- Jim Welsh #6052

Kerry Lutz and Jim Welsh discussed the recent inflation surge and its potential impact on the anticipated Fed rate cuts. They highlighted concerns about the challenges in achieving the inflation target and the potential limitations of traditional monetary and fiscal policies. The conversation also touched on the historical evolution of Fed policy and its potential implications for future economic growth and unemployment rates. Jim Welsh presented a thorough analysis of the market, addressing the potential consequences of social security and deficit spending on treasury bonds and the bond market. He predicted a new secular bear market in the bond market, signaling a shift in market trends. Welsh also anticipated slower economic growth with higher treasury yields, providing insights into TLT, GDP, the yield curve, the dollar, and gold. Find Jim here: MacroTides.com Find Kerry here: FSN and here: inflation.cafe  This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit khlfsn.substack.com/subscribe