Fed Fractures, Rising Rates, and Why Nothing Seems to Matter… with Jared Dillian
Jared Dillian joins Mining Stock Daily to break down the latest FOMC decision, highlighting a historic two-sided dissent and what it signals about a fractured Federal Reserve. He explains why the move higher in the short end of the yield curve and tightening liquidity conditions could eventually pressure risk assets—despite a market that continues to shrug off macro risks. The conversation also explores rising energy and grain prices, with Dillian outlining a longer-term bullish outlook for agriculture and its implications for inflation. From gold’s technical setup to broader market parallels…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.