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036: Unpacking the FOMC Minutes with Megan Horneman 08-16-23
In this episode with Megan Horneman, the Chief Investment Officer for Verdence Capital Advisors, discusses the diverse viewpoints of the FOMC committee on future economic and inflation trends. We unpack the July meeting minutes and dissect the reasons behind the split views in the committee regarding rate hikes and the persistent fretting over inflation.
Tune in as we highlight the three potential market storm-brewers - wage inflation, services inflation, and housing inflation. These topics are concerning and are still too sticky to ignore. We believe the Fed's job isn't done and potential…
The skinny
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