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Podcast: The RO Show
Episode: FED Decisions, Yields & Markets | Michael Kramer Ep.11
Description: Episode 11: On today's show I speak with Michael Kramer, founder of Mott Capital, who has over 25+ years experience trading and investing, actively manages Long-Only Thematic Growth Portfolio, is a financial writer and has a subscription service called "Reading the Markets" which he created. 1. FOMC Fed Meeting Powell's tone and message Comparison to previous meetings "Premature to even speak of pausing" 2. CPI elevated & tight labor market 3. Fed terminal rate over 5% next year 4. Treasury issuances & balance sheet run-offs 5. Market reaction 6. Bond Yields 2Y & 10Y yields Effects...