Inflation Is The Fed's Greatest Fear | Liz Young

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Crypto: Blockworks
June 22, 2022

On today’s episode of “On the Margin,” Liz Young Head of Investment Strategy at SoFi joins the show for a post FOMC run down. As the Fed suddenly announced a 75bp hike on the back of a higher than expected CPI print of 8.6%, the previous 50bp hike was abandoned and the markets had a violent repricing.

We invited Liz to the show to walk through the forces driving the Fed's tightening cycle, the Fed's reaction function to the wealth effect and "animal spirits", the housing market, signs of an earnings recession and how this could lead to market repricing, recession and increasing Fed hawkishness. But to hear that, you'll have to tune in.
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Follow Liz: https://twitter.com/LizYoungStrat
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Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Referenced In The Show:

Fed Likely to Consider 0.75-Percentage-Point Rate Rise This Week: ​​https://www.wsj.com/articles/bad-inflation-reports-raise-odds-of-surpris...

Coinbase To Cut 18% of Workforce, CEO Wary of Potential Recession: https://blockworks.co/coinbase-cut-workforce-ceo-wary-of-potential-reces...

Tech layoffs top 15K in a brutal May: https://techcrunch.com/2022/05/27/tech-layoffs-top-15k-employees-in-a-br...
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Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks
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Timestamps:
00:00・Introduction
01:11・FOMC Meeting
02:56・Increased Volatility & Market Reaction To A 75bp Hike
07:26・The Housing Market
12:01・Fireblocks Ad
13:19・A Deep Recession On The Horizon
21:35・Inflation Is THE Fed's Greatest Fear

Listen to this episode on Apple or Spotify.
Apple: https://tinyurl.com/mry8y4k3
Spotify: https://tinyurl.com/3vnnkrkw
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Disclaimer: Nothing discussed on On The Margin 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.