Name: Fed’s Gonna Let the Economy Run “Hot, Hot, Hot” by Basis Points by WisdomTree Asset Management
Duration: 4 min 26 s
Description: At last week’s Jackson Hole conference, Chairman Powell announced a noteworthy shift in how monetary policy is now going to be delivered. On this week’s podcast, Kevin Flanagan explains the Fed’s decision to let the economy run “hot, hot, hot” to achieve its average inflation goal over time.

Private credit is no longer just for institutions and investors are taking notice. This week on the Basis Points podcast, Kevin Flanagan is joined by Chris Acito, CEO of Gapstow Capital Partners, to unpack what private credit is, why it’s gaining traction and how investors can access it through the WisdomTree Private Credit and Alternative Income Fund (HYIN). Listen now to learn why this asset class is resonating with investors and how it could fit in your portfolio.
Basis Point: 1/100th of a percent.


Early to the Private Credit Party

At the July FOMC meeting, the Fed left rates unchanged for the fifth straight time, holding firm at 4.25%–4.50%. This week on the Basis Points podcast, Kevin Flanagan explains why mixed data, tariff risks and signs of internal dissent are keeping policy makers cautious on the next move. 

Basis point: 1/100th of 1 percent. 


Fed Watch: See You in September?

Is the Fed ready to pivot? Following a surprisingly soft July jobs report and historic downward revisions, Kevin Flanagan breaks down why a September rate cut may be back on the table in this week’s episode of Basis Points. Tune in as he explores the shifting labor market, key inflation data to watch and how fixed income investors can position portfolios with short-duration strategies. 

Basis point: 1/100th of 1 percent. 

Please see the WisdomTree Glossary for Definitions of terms and indexes: https://www.wisdomtree.com/glossary 

Is a September Rate Cut Now in Play?

Following the softer than expected July jobs report, the money and bond markets have fully embraced the narrative that a Fed rate cut will be coming at the September FOMC meeting. In this episode, Kevin Flanagan gives his thoughts on the Treasury yield curves to watch and where they may be headed in the months ahead. 

Basis point: 1/100th of 1 percent.

Please see the WisdomTree Glossary for additional definitions of terms and/or indexes: https://www.wisdomtree.com/investments/glossary

Basis Points: Steeper Curves Ahead

What’s really happening inside the Fed? This week on Basis Points, Kevin Flanagan breaks down recent headlines around Chair Powell’s future, board reshuffling, and what it all could mean for upcoming policy decisions. With a rate cut in play, Kevin offers perspective on how the Fed operates, what could shape the next FOMC outcome, and why the data still leads the way.

Fed Watch: Independence & Filtering Out the Noise

How low can yields go and what comes next? This week on Basis Points, Kevin Flanagan unpacks the latest jobs report and what it signals for the Fed’s next move. With signs of labor market cooling, Kevin discusses the path ahead for Treasury yields and how a measured rate cut cycle could support a more stable, constructive environment for fixed income investors. 

Basis point: 1/100th of 1 percent. 

Treasury Yields: How Low Can We Go?

As was widely expected, the Fed implemented a 25-basis-point rate cut at today's FOMC meeting, bringing the new Fed Funds trading range down to 4%–4.25%. This week on Basis Points, Kevin Flanagan explains why the Fed’s next steps may hinge on how job growth evolves and whether inflation keeps creeping above target.  

Basis point: 1/100th of 1 percent. 
Please see the WisdomTree Glossary for additional definitions of terms and/or indexes: https://www.wisdomtree.com/investments/glossary

Fed Watch: Will It Be Déjà vu All Over Again?

Where should fixed income investors look now that the Fed has resumed rate cuts? In this episode of Basis Points, Kevin Flanagan explains why Treasury Floating Rate Notes continue to stand out as a compelling option in today’s shifting interest rate landscape. Listen now for perspective on positioning portfolios in a lower-rate environment and why flexibility matters more than ever. Basis point: 1/100th of 1 percent. Please see the WisdomTree Glossary for additional definitions of terms and/or indexes: https://www.wisdomtree.com/investments/glossary

Treasury FRNs Remain a Cornerstone Bond Strategy

With the government shutdown now stretching into its second week, key data releases have been delayed and uncertainty is rising. In this week’s episode of Basis Points, Kevin Flanagan shares how investors should interpret the lack of new economic data, and why the current backdrop differs from shutdowns of the past. Listen now for perspective on rates, risks, and what could come next. 
 
Basis point: 1/100th of 1 percent. 

ISM Services PMI: The ISM Services PMI (formerly the ISM Non-Manufacturing Index) provides a detailed look at the economy from a non-manufacturing standpoint.

Purchasing Managers’ Index (PMI): An indicator of the economic health of the manufacturing sector. The PMI is based on five major indicators: new orders, inventory levels, production, supplier deliveries and the employmentenvironment. A reading above 50 indicates an expansion of the manufacturing sector compared to the previous month; below 50 represents a contraction while 50 indicates no change.




‘Flying Blind’ in the Shutdown?

Who’s next to lead the Fed? This week on Basis Points, Kevin Flanagan discusses the five candidates reportedly on the shortlist to succeed Chair Powell and what each pick could signal for monetary policy, rate changes and market confidence. Listen now to hear what may be on the horizon as the nomination process heats up.
Basis point: 1/100th of 1 percent.

Narrowing the Short List for Fed Chair

At last week’s Jackson Hole conference, Chairman Powell announced a noteworthy shift in how monetary policy is now going to be delivered. On this week’s podcast, Kevin Flanagan explains the Fed’s decision to let the economy run “hot, hot, hot” to achieve its average inflation goal over time.

Fed’s Gonna Let the Economy Run “Hot, Hot, Hot”

Macro commentary and expert-led discussions highlight what’s happening now in fixed income investing, so you can prepare for what’s next.

Investing involves risks including loss of principal. This material represents the opinions of the participants at a specific time and is not intended to forecast future events or guarantee future results and should not be relied upon as investment advice. Kevin Flanagan is a registered rep of Foreside Fund Services, LLC.

Fed’s Gonna Let the Economy Run “Hot, Hot, Hot”

Basis Points by WisdomTree Asset Management

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