📺 The Ides Of... May?
Macro-To-Micro Power Hour full episode recorded on 05/15/2024
In this episode of Macro-To-Micro Power Hour from 05/15/2024, Craig Shapiro and I discuss the current economic landscape and its impact on market dynamics.
I focus on market direction, sector rotation, and stock picking, while Craig delves into macroeconomic data and modeling.
We also address the implications of recent CPI and PPI data, Federal Reserve policies, and the influence of financial conditions on risk assets.
00:00 Introduction and Overview
02:20 CPI Data and Market Volatility
03:46 Fed's Policy Outlook and Market Reaction
06:04 Market Trends and Investment Strategies
08:53 Economic Sector Analysis and Stagflation
10:43 Financial Conditions and Market Movements
12:49 Bond Market Dynamics
15:54 Central Bank Policies and Market Implications
18:53 Analysis Of Treasury and Fed Actions
21:44 Dollar and Yield Curve Trends
24:38 Investment Strategies In Current Market Conditions
27:09 Market Dynamics and Investment Opportunities
29:56 Fed's Role In Market Stability and Economic Trends
32:05 Currency and Commodity Market Trends
35:24 Bitcoin and Precious Metals Market Analysis
38:23 Bonds and Economic Outlook
41:50 Fed's Policy Response To Economic Slowdown
44:35 Seasonal Economic Trends and Fed's Policy Impact
47:21 Economic Indicators and Market Dynamics
50:31 Market Trends and Fed's Policy Outlook
53:53 Key Economic Dates and Upcoming Fed Meetings
57:10 Closing Thoughts
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