Daniel Foch

speaker
1,195 appearances 3 recordings 1 series first heard May 2026 last heard 8 Jun

Daniel Foch’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months
2 · May OctJan 26AprJulnow

Recordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.

Appearances

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Yeah, no.
Well, I'm going to start off like, did you have a look at the semi-Fed watch tool?
Yeah.
It's pretty wild how it's changed since the Fed announced it.
Yeah, because I think I looked at it for last week, and it was basically a 50-50 chance that we would just have a cut versus no cut, just stand pat by the end of the year.
And now you're looking at like 50% chance into September of 2027.
Yeah.
That were at the current rate.
So 18 months from now, roughly.
You're also looking, let's stick at the 18 months.
So you're also looking at an 18% chance, actually, let's say 20% chance of an increase.
And then about a 25% chance of an increase.
Of a rate cut, which is pretty crazy.
I just I thought it was really interesting just how big of a shift it was.
So those rates are looking like at least the market's pricing and like those rates are going to stay higher for longer.
Yeah, I mean, it's really hard to know what Trump thinks.
I don't think... I really... Look, this is just my opinion, but I really think they thought Iran would be over within a week or two.
I think they thought it would be extremely quick.
I think he...
The perception I get and from some of the people I've been reading that are pretty connected, trying to get some independent stuff as well, is that I think they were surprised how well it went for Venezuela and thought they could achieve potentially something similar and as quickly and how important Iran is, but also in the grand scheme of things when they're also trying to establish who...
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