Descrizione: Nominal growth is showing some early signs of fatigue, while economists' expectations remain elevated and market pricing still quite hawkish. Alf and Brent discuss potential opportunities arising from this setup, and spend time arguing whether Powell just announced a new Fed Put this week.
Link to Brent's favorite podcast this week: https://po ... Show More
Aug 2020
Powell Speaks, Investors Listen, Historic Monetary Policy Changes, Breaking News on TikTok As its CEO Announces He’s Leaving the Company, Abbott Labs Gets FDA Approval for Rapid COVID-19 Test
<p>Carl Quintanilla, Jim Cramer and David Faber digest comments from Federal Reserve Chairman Jerome Powell. The Fed Chair presenting at the virtual Jackson Hole summit and announcing a major policy shift to “average inflation targeting.” The central bank will be more inclined to ... Show More
57m 28s
Sep 18
The Fed is back to lowering rates
The US central bank delivered a widely expected rate cut, sparking mixed market reactions amid cautious optimism. Tech stocks wobbled, especially Nvidia, after China’s internet regulator had told the country’s tech companies to stop buying Nvidia’s AI chips and terminate its exis ... Show More
12m 11s