Ep. 20: Rate Cuts, Fed Politics, and Inflation Expectations

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Ep. 20: Rate Cuts, Fed Politics, and Inflation Expectations

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In Episode 20 of Fundamentals Unfiltered, Matt analyzes the Federal Reserve’s recent 25 basis point rate cut, dissent within the FOMC, and why bond markets are signaling skepticism toward further easing. The episode explores Fed Chair succession, market concerns around Kevin Hassett, renewed attention on Kevin Warsh, and the historical precedent for Fed independence. Matt also recommends The Great Inflation and Its Aftermath by Robert Samuelson and explains why inflation expectations remain central to modern monetary policy. 00:00 – Intro 00:25 – Fed rate cut explained (25bp) 01:15 – Bond yields & FOMC 04:01 – Who’s the next pick? 06:54 – Politicized Yields 10:31 – Fed Treasury Accord 11:50 – Will he stay? 13:24 – Why Fed Independence is important 15:35 – Book recommendation 18:47 – What to watch heading into 2026

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