Stephanie Pomboy: The Cracks In The Economy Are Becoming Too Large To Ignore

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Stephanie Pomboy returned this morning for her biweekly macro session on Thoughtful Money.

We discussed her views on Fed rate cuts, inflation, credit spreads, the weakening consumer, recession risk, the housing market, her outlook for the US dollar…even the Taylor Swift/Travis Kelce engagement.

Stephanie is eagerly awaiting next month’s FOMC decision, as she thinks it has potential to be the event that punctures the market’s current blind optimism — if the Fed starts cutting its policy rate but bond yields don’t come down as hoped.

What does she expect to happen if they don’t?

Find out by watching this video.

#federalreserve #inflation #marketcorrection

0:01 - Fed drama: Powell’s Jackson Hole speech, staffing changes, and structural debates
2:30 - Importance of Fed actions for financial markets and market mispricing
8:15 - Potential triggers for bond yield declines: short squeeze or safety trade
14:49 - Fed intervention risks: QE or operation twist amid economic slowdown
20:05 - Investment strategy: Gold and energy as hedges against dollar debasement
9:03 - Inflation outlook: Disinflation expected due to consumer distress
36:04 - Corporate margin squeeze and potential job losses
41:41 - Why credit spreads remain tight despite economic risks
48:30 - Housing market distress: High cancellations, cash-outs, and oversupply
55:00 - Boomer aging and housing market headwinds
58:13 - Thoughtful Money Fall Conference teaser, October 18th
58:59 - Dollar outlook: Short-term strength, long-term decline vs. gold
1:01:04 - Taylor Swift engagement’s negligible economic impact
1:03:30 - Where to follow Stephanie Pomboy’s work
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