21min chapter

Macro Mondays cover image

Macro Mondays #67 - How to position for the cutting season?

Macro Mondays

CHAPTER

Shifts in Focus: Employment and Economic Impacts

This chapter investigates the Federal Reserve's transition from prioritizing inflation control to addressing unemployment, with an emphasis on the reliability of employment data as the labor market evolves. It discusses the influence of election cycles on hiring trends and the political uncertainties affecting economic policy, alongside insights into Treasury performance and geopolitical tensions. The chapter culminates in examining how these factors interplay to shape future Federal Reserve decisions regarding interest rates and market dynamics.

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