The Fed Is Hiking Into A Growth Slowdown | Weekly Roundup
Podcast: Forward Guidance · Blockworks
Opublikowano: 2026-09-18
What happens when the Fed hikes into fading stimulus, slowing growth, and persistent inflation? This week, we're joined by Vincent Deluard of StoneX Group to explore America’s emerging stagflation trap, AI’s economic support, and Europe’s potential Japan-style currency reset. We also discuss the contrarian case for UK equities and Canada’s investment revival. Enjoy! TIMESTAMPS: 00:00 Intro 01:34 Did The Fed Turn Too Hawkish? 08:10 The Stimulus Boom Is Fading 13:11 The Return Of Stagflation 21:06 Is The F...