Episode 62: Is The Fed Falling Behind? With Brent Donnelly.
With inflation softening and global central banks starting to cut, is the Fed falling behind? Brent Donnelly, President of Spectra Markets, joins Maggie Lake to discuss whether Powell can really hold rates steady for much longer, and what happens if the market forces his hand. They also dig into currency risk for investors looking abroad, Brent's outlook for global currencies vs USD, and why he thinks "we are moving more and more towards central planning of the economy as rapidly rising debt forces the US government towards wave upon wave of financial repression."You can find more of Brent's work here: https://www.spectramarkets.com/Don't miss out on future episodes - get on the list here: https://maggielake.markets/notify-meConnect with me on Substack: https://maggielake.substack.comConnect with me on Twitter: https://x.com/maggielake*We know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.