A Fed-Fueled Rally, FedEx, & the Fourteenth Amendment 12/20/23
Squawk Pod
The Fed's Pivot, Market Response, and Possibility of Rate Cuts
The hosts discuss how the Federal Reserve's recent pivot has affected the market, including the potential for strong earnings from cost cutting. They delve into the confusion surrounding rate cuts and interview two Fed presidents on monetary policy and inflation. The chapter concludes by highlighting the update to economic projections and introducing Kevin Warsh, a former member of the Federal Reserve's Board of Governors.
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