Removing Fed forward guidance reduces capital misallocation
The case made was that removing explicit Fed forward guidance reduces harmful capital misallocation and speculative boom-bust cycles by letting markets price rates based on the economy.
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The story so far
CONTESTED · 93 MENTIONS · 63 EPISODES · 22 SHOWS
24 JUL 2026 — 13 AUG 2026 · YESTERDAY
74 SUPPORT · 17 CHALLENGE · 2 REPEAT
- BLOOMBERG SURVEILLANCE
52 EPISODES BETWEEN · 77 MENTIONS · 3 NOT KEPT
- 3 EPISODES NOT SHOWN
- BLOOMBERG SURVEILLANCE
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- CNBC FAST MONEY
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- THE DIVIDEND CAFE
- WSJ WHAT'S NEWS
- MONETARY MATTERS WITH JACK FARLEY
- CNBC FAST MONEY
- MARKETPLACE
- THE OPTIONS INSIDER RADIO NETWORK · 2 MENTIONS
- PROF G MARKETS
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- MACROVOICES
- BANKLESS · 2 MENTIONS
- THE DIVIDEND CAFE · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- MARKETPLACE
- WSJ WHAT'S NEWS
- EXCESS RETURNS · 3 MENTIONS
- FORWARD GUIDANCE · 3 MENTIONS
- BLOOMBERG SURVEILLANCE
- MOTLEY FOOL MONEY
- THE DIVIDEND CAFE
- MARKETPLACE
- THE JULIA LA ROCHE SHOW
- WEALTHION - BE FINANCIALLY RESILIENT
- MARKETPLACE
- FORWARD GUIDANCE
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- THOUGHTFUL MONEY · 4 MENTIONS
- CNBC FAST MONEY
- BLOOMBERG SURVEILLANCE · 6 MENTIONS
- Market reaction: lower yields, higher equities · CHALLENGES
- Slowing job growth shifts Fed focus to dual mandate
- Soft jobs report shifts Fed calculus toward hold
- Front-end of yield curve rallies on delayed hikes · CHALLENGES
- Structural labor market challenges underpin economy
- High yield needed despite soft data
- BLOOMBERG SURVEILLANCE · 3 MENTIONS
- WHAT BITCOIN DID
- AFFORD ANYTHING
- MOTLEY FOOL MONEY
- WSJ WHAT'S NEWS
- CNBC FAST MONEY
- MARKETPLACE · 3 MENTIONS
- THE OPTIONS INSIDER RADIO NETWORK
- THOUGHTFUL MONEY
- EURODOLLAR UNIVERSITY · 4 MENTIONS
- REAL VISION DAILY BRIEFING
- THE DIVIDEND CAFE
- CNBC FAST MONEY
- THE JULIA LA ROCHE SHOW
- WEALTHION - BE FINANCIALLY RESILIENT
- CNBC FAST MONEY
- TOP TRADERS UNPLUGGED
- FORWARD GUIDANCE · 5 MENTIONS
- Fair-value 10-year yield near 6% without Fed action
- Kevin Warsh as the credible dove in hawk's clothing
- Post-Volcker Fed policy has gotten progressively easier
- Removing Fed forward guidance reduces capital misallocation · THIS IDEA · CHALLENGES
- Treasury fair value near 6%
- THE OPTIONS INSIDER RADIO NETWORK
- MONETARY MATTERS WITH JACK FARLEY
- CNBC FAST MONEY
- MARKETPLACE
- THE JULIA LA ROCHE SHOW
- BLOOMBERG SURVEILLANCE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD