Fed Should Have Cut Rates on Wednesday, Says Alphabook’s Malone

The video discusses the potential for a 50 basis point rate cut by the Fed, which may be too aggressive. It explores the Fed's policy cycle, the impact of quantitative easing, and the importance of starting an easing cycle. The discussion includes the global implications of rate cuts, the role of the balance sheet, and the challenges posed by low inflation. The bond market's strong performance is highlighted, emphasizing its role as a key investment area amid volatile equities.

What are the expected actions of advanced economies regarding rate cuts in the coming months?

How does the speaker describe the current state of inflation and its impact on the Fed's decisions?