Macro Voices cover image

MacroVoices #368 Charlie McElligott: Banking Crisis, FOMC, 0DTE, CTAs & more

Macro Voices

00:00

Is There a Tradeoff Between the Fed and the Market?

The market does feel that simply just buying time as, you know, the economy slows and you do begin to tilt closer to that earnings recession environment is a tradeoff. The trick is that the market wants cuts and wants cuts fast; what's it going to take to get cuts? You're going to have to see either labor turn and crater fast, right?

Play episode from 20:07
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app