Fed / Treasury Recap
Macro-To-Micro Power Hour full episode recorded on 07/31/24
In this episode of Macro-To-Micro Power Hour from 07/31/24, Samantha LaDuc and Craig Shapiro discuss the intricacies of the financial market in response to recent Federal Reserve announcements and other economic indicators.
They delve into market reactions to Fed Chair Powell's statements, dissect employment data, and consider the impact of Microsoft's earnings report on market volatility.
The dialogue also touches on broader economic trends, including inflation rates, bond market dynamics, and potential scenarios affecting future Fed actions.
Additionally, they explore geopolitical risks and their influence on financial markets, highlighting the complex interplay between economic policy and market behavior.
00:00 Introduction
02:08 Overnight Market Trends And Volatility Selling
04:06 Economic Outlook And Fed's Strategy
06:39 Bond Market Reactions
09:09 Trump's Election Prospects And Market Positioning
12:36 Economic Data Expectations And Fed's Cutting Strategy
16:58 Market Reactions To Economic Policies
20:42 Treasury Buyback Program And Market Liquidity
25:20 Bond Market Trends And Equity Market Dynamics
30:30 Yield Curve Analysis And Market Predictions
35:13 Growth Value Rotation In The Market
39:40 Bitcoin Conference Insights And Political Trends
45:11 Economic Indicators And Employment Data Discussion
52:04 Job Market Trends And Economic Health
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