“Soft Landing” Very Unlikely As Global Inflation Crisis Rages On | Darius Dale & Juliette Declercq

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Crypto: Blockworks
June 16, 2022

On today’s episode of Forward Guidance, Jack is joined by two phenoms of macro analysis: Juliette Declercq of JDI Research and Darius Dale of 42Macro. The two explore the likelihood of the Fed’s much-desired “soft landing,” a scenario in which inflation moderates without a severe hit to economic growth or asset prices.

Both Declercq and Dale argue that a soft landing is unlikely and that a fall in inflation will likely require not only a steep selloff in stocks but also a nosedive in economic growth that could amount to a recession. The trio also discuss the natural rate of interest (“R*”), financial repression, and demand destruction.
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Follow Darius Dale on Twitter https://twitter.com/42macroDDale
Follow Juliette Declercq on Twitter https://twitter.com/JulietteJDI
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Blockworks on Twitter https://twitter.com/Blockworks_
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Timestamps

00:00 Introduction
00:45 The Most Confusing Times In Macro?
04:30 How Far Can The Fed Go In Tightening Monetary Policy?
10:35 Odds Of A Soft Landing
21:02 What Will It Take To Break Inflation?
26:20 Bit.com Ad
26:52 The End Of Free Money
29:54 Europe
34:14 Shorting Equities
38:00 "The Scariest Chart in Macro"
44:07 Asset Allocation
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

The views or opinions expressed in the broadcasts are solely those of the individuals involved and do not necessarily represent those of INK Research and Canadian Insider.