Macro Sunday #45 - Is the next move a rate hike? Guest: Danny Dayan
Macro Mondays
00:00
Inflation Data Analysis and Rate Cut Expectations
A detailed examination of recent inflation data, discussing its correlation with car insurance and the potential impact of US-China trade ties on car prices. The chapter also explores shifting expectations for interest rate cuts in 2025 and the implications of the current commodity rally on inflation dynamics.
Transcript
Play full episode
