Federal Reserve, every mention

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Verbatim, from the transcripts: the passages where Federal Reserve comes up

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▶ 15:40 Tim McCusker The market is pricing in pretty modest increases in Fed policy over the next year or two years.

▶ 10:43 Andrew Tsai When the Fed, the, the surprise rate hike and kind of vast, it was all kinds of mayhem imprinted on me that there's some things out there that are bigger than any kind of given, given view of the markets.

▶ 58:42 Raphael Arndt We've got the Fed raising rates and shrinking its balance sheet, liquidity coming out of the system, and usually that ends in a recession.

▶ 39:52 Manny Friedman And we're seeing, you know, really big regulatory changes in the last year, two year, year and a half in the banking industry, both from the Federal Reserve Board, from the new administration, and also from Congress. 3 times in the scene

▶ 31:23 Anthony Scaramucci Our Fed chair keeps his promise of raising rates four times this year.

▶ 30:28 Ted Seides Maybe the place to start is the epicenter, the Fed in the US. 4 times in the scene
▶ 38:28 James Aitken Now, the Fed gets criticized for their communication, and I have to say, over the past 18 months, they have been so transparent and so clear about what they're trying to do, and yet, up until recently, markets were fighting it. 15 times in the scene
▶ 1:04:41 James Aitken And we sometimes forget that we're talking about global growth being X, or realized inflation being Y, and the Fed's balance sheet is still four trillion plus, the ECB's still buying assets, and the ECB's
▶ 1:10:15 James Aitken So Fed funds doesn't get to 525 basis points like it did in O six. 2 times in the scene

▶ 43:23 Michael Cembalest That'll be the very last thing that happens because there are so many tools that can be used by the Fed to delay the day of reckoning. 2 times in the scene
▶ 59:21 Michael Cembalest But for the last 10 years, as an active manager, you've been trying to extract value by picking A versus B in a market that no longer cares about the difference between A and B because they're being starved of yield by the Fed.
▶ 1:01:57 Michael Cembalest There's a lot of discussion right now about what happens if the Fed raises interest rates and what's the impact on the Treasury.

▶ 55:38 Andy Redleaf But there is no sort of objection to central banks owning anything, owning, owning any asset value, you know, it's, the folk wisdom is that, uh, in 87, the Fed lent directly to Kidder Peabody to meet their margin call. 2 times in the scene

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