Ben Emons on Whether 2% Inflation is Even Possible for the Fed

🎓 Take Dave’s FREE course on behavioral investing: www.marketmisbehavior.com/freecourse
📘 Check out Dave’s recommended reading list: www.marketmisbehavior.com/readinglist
🎯 Upgrade your market awareness with Seeking Alpha Premium marketmisbehavior.com/seekingalpha

In the 27th episode of the Market Misbehavior podcast, Dave speaks with Ben Emons, CIO and Founder of FedWatch Advisors. Ben grades the performance of the Fed over the last 12 months, discusses whether a 2% goal for CPI is even possible, breaks down the relationship between key measures of inflation including CPI, PPI, and CPE, talks US Dollar and impact on US vs. non-US equity markets, and reveals whether he sees rate hikes as a potential outcome in 2025. Recorded 2/13/25.

0:00 Introduction
2:42 Reaction to the latest inflation data- CPI and PPI
4:47 How reasonable is a 2% inflation target?
6:24 Grading the Fed's performance in this rate cut cycle
10:31 Potential impact of tariffs on inflation and equity markets
13:59 Comparing Personal Consumption Expenditures (PCE) to CPI, PPI
16:08 Outlook for US Dollar and gauging impact for US vs. non-US equities
19:08 Could Fed rate hikes be on the table in 2025?
24:39 Positioning in Q1 2025
27:05 Final comments

👉 Follow Dave on X: x.com/DKellerCMT
👉 Follow Dave on Bluesky: bsky.app/profile/dkellercmt.bsky.social
👉 Follow Dave on Facebook: www.facebook.com/marketmisbehavior
👉 Follow Dave on Instagram: www.instagram.com/marketmisbehavior

The content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice. Some of the links in this description and in the video may be affiliate links, which means you pay nothing more and it helps me to make Market Misbehavior awesome! As an Amazon Associate, I earn from qualifying purchases. For full disclaimer, please see our website: www.marketmisbehavior.com/disclaimer.

* * * * * * * * * * * * * * * * * * * * * * * * * * * *