Chapter
Analysis of Inflation and Mortgage Rates
19:06 - 26:12 (07:06)
The podcast delves into the recent drop in the 10-year break, indicating lower predicted inflation rates in the back half of the year. They also discuss the impact of rising rates on mortgage rates, which have surpassed 5% in the last two weeks.
Clips
The Federal Reserve plans to implement two 50-point interest rate hikes in June and July, which is causing a drop in risk assets' prices.
19:06 - 21:24 (02:17)
Summary
The Federal Reserve plans to implement two 50-point interest rate hikes in June and July, which is causing a drop in risk assets' prices.
ChapterAnalysis of Inflation and Mortgage Rates
EpisodeE83: Market slide continues, and how to address Uvalde
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The 10-year break, which rolled over in late April, has started to shrink, indicating that the gap between US Treasury prices and corporates issuing debt is closing.
21:24 - 24:02 (02:38)
Summary
The 10-year break, which rolled over in late April, has started to shrink, indicating that the gap between US Treasury prices and corporates issuing debt is closing. Despite rates in mortgages going above 5%, they have reportedly come down slightly in the past two weeks.
ChapterAnalysis of Inflation and Mortgage Rates
EpisodeE83: Market slide continues, and how to address Uvalde
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The shock CPI print of 5.1% in summer of 2020 should have led the Fed to take action to avoid increased costs in the economy leading to companies cutting costs and slowing spending.
24:03 - 26:12 (02:09)
Summary
The shock CPI print of 5.1% in summer of 2020 should have led the Fed to take action to avoid increased costs in the economy leading to companies cutting costs and slowing spending. Home loans are becoming more expensive as a result.