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The Fed's Stop Raising Rates
Inflation and GDP tend to actually be correlated. When the economy is really heating and GDP is ripping that inflation starts to be rising. The Fed says, oh, shoot, now we need to cut rates because we need to bail the economy out of this bad situation. And then what then happens next is that the economy, in fact, does slow down. Corporate earnings then drop. The equity market drops. It's a few months after now, we don't know when the Fed will raise rates again. I think who knows when NVIDIA stops working, but at some point it does.