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13min chapter
Jim Bianco: No Recession, No Landing
Forward Guidance
Skepticism Towards Fed's Rate Cuts and Stock Market
This chapter discusses the skepticism towards the narrative that the Federal Reserve would cut rates to help the stock market when the economy is doing well. They analyze past cycles in the stock market and highlight instances when the Fed cut rates in response to victory over inflation rather than as a proactive measure.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode