Analyzing US Economic Slowdown and Inflation Concerns

The chapter delves into the recent US economic growth slowdown and rising inflation, discussing underperformance in data and concerns about trade imbalances and consumer spending metrics. It highlights the spikes in PCE inflation, market reactions, treasury curve movements, and the anticipation of upcoming Fed meeting discussions on rate cuts.

Transcript

Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.