15min chapter

On The Margin cover image

There's Still No Recession, Can Stocks Continue To Grind Higher? | David Cervantes

On The Margin

CHAPTER

Analyzing Economic Indicators and Policy Decisions

The chapter delves into the analysis of economic indicators such as unemployment rates and GDP to predict potential Fed rate cuts and market trends. It discusses the challenges of interpreting economic data accurately, the influence of factors like R-Star and demographics, and the practicality of focusing on nominal GDP. The conversation also covers trading strategies in response to slowing growth, disinflation, and a dovish Fed bias, including the impact on mortgage-backed securities and bond holders.

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