NO SUMMER TRADING DULDRUMS HERE!!!
NO SUMMER TRADING DULDRUMS HERE!!!
Macro-To-Micro Power Hour from 08/14/24
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In this episode of Macro-To-Micro Power Hour from 08/14/24, Craig Shapiro and I discuss the current economic landscape, touching on recent CPI data, the upcoming Jackson Hole symposium, and the Federal Open Market Committee (FOMC) meeting in September.
We explore the market's reaction to recent events, including the potential for future rate cuts and the ongoing challenges in both the U.S. and global economies.
Our conversation highlights concerns about the slowdown in economic growth, market volatility, and the implications for investors in the coming months.
00:00:00 Introduction
00:03:03 Labor Market Trends And Economic Deceleration
00:05:25 Stock Market And VIX Trends
00:07:13 Market Exposures And Economic Realities
00:10:00 Global Economic Conditions And Market Predictions
00:13:50 Market Analysis And Investment Strategies
00:17:06 Corporate Buybacks And Market Support
00:20:35 Market And Fed Dynamics
00:25:48 Utility And Healthcare Investment Trends
00:29:05 Market Trends And Earnings Impact
00:33:29 Foreign Investment Trends And Market Predictions
00:37:06 Rate Cuts And Market Predictions
00:41:41 Market Predictions And Investment Strategies
00:45:42 Economic Slowdown And Fed's Response
00:49:23 Geopolitical Impacts And Market Trends
00:53:34 Global Risks And Market Predictions
00:59:28 Market Volatility And Investment Strategies
01:00:30 Fed Rate Cuts And Election Impact
01:01:14 Upcoming Events: Jackson Hole And Nvidia
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