Macro-to-Micro by Samantha LaDuc

Macro-to-Micro by Samantha LaDuc

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Macro-to-Micro by Samantha LaDuc
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📺 CPI Bet: Romancing Fed Cuts
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📺 CPI Bet: Romancing Fed Cuts

From Macro EDGE Round Up recorded on 07/09/2024

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Samantha LaDuc
Jul 11, 2024
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Macro-to-Micro by Samantha LaDuc
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📺 CPI Bet: Romancing Fed Cuts
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In this short clip from Macro EDGE Roundup recorded on 07/09/2024 (available to EDGE members), Craig Shapiro and I delve into recent economic indicators and Federal Reserve policies.

We discuss how various economic data, including non-farm payrolls and PMI readings, have shown a mix of results with some indications of economic slowdown. Craig highlights the Federal Reserve's cautious stance on monetary policy adjustments in light of fluctuating economic signals and ongoing inflation concerns.

Additionally, we touch on the performance of major stocks and sectors, noting significant movements in technology giants while other sectors underperform, reflecting broader economic trends and market expectations.

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About the EDGE advisory service

EDGE is a pro-to-pro advisory service, which is all about the macro with a focus on 1-to-1 engagement with the hedge fund manager, Craig Shapiro, and direct access to me. Together, we interpret complex market data into tradable context for increased portfolio returns.

EDGE is ideal for advanced traders and investors

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📺 CPI Bet: Romancing Fed Cuts
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DANCING TO THE EDGE OF DEFAULT
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A PLANNED DEFAULT
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