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10min chapter
Reaction to India and Rate Cuts Hiding in Plain Sight
Bloomberg Surveillance
Analysis of QCEW Labor Report and Economic Predictions
This chapter delves into the QCEW labor report analysis by Anna Wong from Bloomberg Economics, suggesting a potential downward revision in job creation numbers that could impact the Federal Reserve's outlook and lead to a rate cut in September. The conversation explores the differences between top-down and bottom-up economic analysis approaches, highlighting issues with outdated data affecting decision-making. Additionally, the chapter touches on surprising election results in India, uncertainties around voter turnout in the US, and escalating tensions between Israel and Hezbollah.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode