Comments by "John Dingle" (@johndingle6293) on "'Bloomberg Surveillance: Early Edition' Full (01/27/23)" video.

  1. When faced with recession or Fed credibility. Fed will choose to avoid recession. They could care less about their credibility. They know they have none.
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  2. How do you land softly? Touch and go? By doing as little tightening as possible as inflation falls. Same mistakes of 70's. By definition of soft landing, inflation will come back.
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  3. Lagarde will stop raising after 2x hikes. As Europe will face stagnation in 6 months. Just behind U.S.
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  4. Market and economy diverging. Here comes the pump to avoid recession. From media to Powell. They want to stimulate growth to avoid the coming recession.
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  5.  @AnotherAmerican91  doesn't matter. Short term rates don't determine long term rates anymore. Fed's ability to tighten are based on stock levels. If Fed hikes 0.50%. Yield curve inverts more. Long term rates fall and tech soars.
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  6.  @AnotherAmerican91  Fed should realize the market has them cornered. Ease if you want even a hope of raising long term rates. Hike short term rates and see longterm bonds soar.
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  7.  @AnotherAmerican91  ironically enough, if Fed wants higher long term rates, they have to cut short term rates. And vice versa.
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  8.  @AnotherAmerican91  right now. Financial conditions are loose as it was back in July. Looser than Jackson hole, looser than past 6 months. Powell had his chance to tamp down. If he does slam markets, his soft landing is over and start a crash as divergence has grown large.
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  9. If economy doesn't pick up with wealth effect of pumping up stocks, this divergence going to unwind violently.
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