This interview with Jim Bianco and Jeremy Schwartz discusses the Federal Reserve’s policy path, whether inflation will actually come down, and if the economy is headed for a no landing. We also delve into the neutral rate, the key election issues for markets, and whether stocks will outperform bonds.

Timestamps:

00:00 Introduction

00:48 Jim & Jack's Assessment Of The Economy

02:58 The Fed & Interest Rates

03:55 Unemployment & The Sahm Rule

06:57 Is Inflation Coming Down?

08:33 Real Interest Rates

11:05 What Is The Neutral Rate?

14:21 The Pace Of The Cutting Cycle

18:41 Election Insights

20:55 Deficits Are The Key Issue

23:11 Will Stocks Outperform Bonds?