What Did The Fed Do?
What Did The Fed Do?
Macro-To-Micro Power Hour full episode recorded on 06/12/24
In this episode of Macro-To-Micro Power Hour from 06/12/2024, Craig Shapiro and I discuss recent developments in financial markets, particularly focusing on the implications of recent CPI data and Federal Reserve actions.
We delve into the market's response to the Federal Reserve's latest policy decisions and speculate on future interest rate movements, considering the broader economic signals and the Fed's cautious stance despite a positive inflation report.
Our conversation also touches on the potential impact of these financial developments on different sectors of the market, especially tech stocks and small caps, highlighting the complex interplay between economic indicators and market reactions.
00:00 Introduction
01:18 Overview Of CPI Data And Market Reactions
04:54 Financial Conditions And Federal Reserve's Updated Expectations
09:20 Economic Conditions And Investment Strategies
13:49 Market Trends And Inflation Expectations
18:24 Global Economic Influences And Predictions
22:15 Political And Financial Dynamics Impacting Markets
27:21 Upcoming Economic Events And Market Implications
32:34 U.S. Fiscal Policies And Economic Trends
37:16 Market Analysis, Corporate Strategies, And Sector Predictions
44:31 Small Cap Markets And Economic Divides
50:13 Housing Market Trends, Freddie Mac Policies, And Yield Predictions
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