Chris Whalen Predictions
Institutional Risk Analyst
Track Chris Whalen's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
- Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
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[10:01] we're still going to see much higher inflation this year. Julia, I haven't changed that prognosis. Double digits still. Yeah, I think so because we're going to see shortages in some really important commodities, things like fertilizer for the farm for example, and that cost is going to get passed through consumers.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[13:49] I think the Fed is inevitably going to have to pick up the pace of purchases of Treasury securities. They're going to let their mortgage book run off. And I still think there's a good chance that Kevin Worsh is going to swap the mortgage securities that he owns with the Treasury to get Treasury securities
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[29:54] I doubt the committee is going to take action as a new chairman is being seated. So I wouldn't expect them to do anything in June. Although I do believe they will remove the language from the statement that alludes to a cut in the future.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[31:20] I wouldn't be surprised to see a majority of the committee in favor of a rate hike in July.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[34:58] We could see three, four new M&A deals in housing announced between now and the end of the year. And I mean big deals. Top 10 lenders merging.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.