📺 Yield YoYo & CPI Drama
From Macro EDGE Roundup recorded on 05/08/2024 (available to EDGE members)
In this short clip from Macro EDGE Roundup recorded on 05/08/2024 (available to EDGE members), Craig Shapiro and I discuss recent economic events and projections.
We highlight the tranquility of the current week compared to the previous one, which was loaded with important economic data releases and Federal Reserve activities. We note the expected pickup in economic discussions with upcoming Federal Reserve speeches and inflation reports, emphasizing the potential implications for market dynamics and investment strategies.
Furthermore, we discuss the longer-term economic outlook, focusing on interest rate decisions, inflation expectations, and market responses.
00:00 Introduction
00:41 Commentary On Current Market Conditions
01:41 Discussion On Upcoming CPI And PPI
02:23 Speculation On Inflation Expectations
03:27 Atlanta GDP Update And Fed Rate Discussion
04:28 Forecast On Fed's Rate Decisions
05:21 Analysis Of Stagflationary Environment
06:14 Predictions On Market Movements
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
Sign up for EDGE today
My other services
CLUB for active traders, investors, and institutions
COMMUNITY for newer traders