You Can’t Model Inflation (guest: Warren Pies)
The Market Huddle
Geopolitics and Market Dynamics
This chapter explores the influence of geopolitical issues on oil and commodity markets, with a keen focus on the upcoming earnings season and its implications for corporate guidance. The hosts analyze recent economic data, employment figures, and their potential impact on the Federal Reserve's policy decisions amidst fluctuating inflation expectations. Additionally, discussions highlight market reactions to currency valuations and the enduring influence of the U.S. dollar on global financial dynamics.
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