Stuck In The Middle With You & A Conversation With Greg Friedman of Peachtree Group
RiskReversal Pod
00:00
The Fed Cuts in the Back Half of the Year
When companies talk about organic growth of 11, 12, 13%, that's just code word for we're passing on our costs to the consumer. So if you really want to get a handle on what real inflation is, again, in my opinion, just look at some of the earnings reports over the last few weeks. That's the true mark. But I've also said this, everybody seems to think and we're in May right now, the back half of this year. And I think the market is pricing into a certain degree. We're going to see sort of fed rate cuts.
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