Sorry for the delayed podcast but there was a lot going on late in the day and I was trying to make this recording as up-to-date as possible.
So where do we begin today?...with a discussion of the selloff today and the "rationale" behind it. From there we discuss the FOMC minutes. Here's a link and snapshots of the two most relevant sections: https://www.federalreserve.gov/monetarypolicy/files/fomcminutes20200610.pdf ...