Macro Horizons cover image

January Drift

Macro Horizons

00:00

Monitoring the Core PCE Numbers and Market Trends

This chapter explores the close monitoring of market trends, the potential for a rate cut, and the challenges faced in underwriting supply. It also touches upon the interplay between equities and bonds and the expectation of consolidation in treasuries.

Play episode from 15:31
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app