Unusual Whales Pod Ep. 35: First FOMC of 2024, Treasury Balance Sheets, Rate Cuts, and Macroeconomic Outlook
Unusual Whales
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Analyzing the Prospect of a Soft Landing
The chapter provides an analysis of recent economic data releases and their impact on the trajectory towards a 'soft landing'. The speakers discuss GDP growth, unemployment, and inflation, highlighting the evidence for a soft landing and expressing concerns about the labor market. They also discuss the relationship between the economy and markets, emphasizing the importance of long-term trends and structural inflation. Overall, they express skepticism about achieving a durable soft landing in the economy.
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