The Rate Guy cover image

Disinflation Back on Track?

The Rate Guy

00:00

Analyzing Interest Rate Cut Likelihood and Economic Indicators

Discussion on the possibility of interest rate cuts in July based on inflation and unemployment data dynamics, market assumptions, and the impact on the 10-year treasury. Examining upcoming economic reports, challenges in breaking through the 10-year range, and the implications of core PC numbers, Q1 GDP revision, consumer data, and the Federal Reserve's strategy under Pao's leadership.

Transcript
Play full episode

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