Macro Horizons cover image

Raise the Ceiling or Hit the Roof - The Week Ahead

Macro Horizons

CHAPTER

The Fed's First Rate Cut: The Pain Trade

The fact that the price action has become far more tame versus the excitement of March is the market's vote of confidence. The first look at Q1 GDP on Thursday, expectations are for a 2% increase in real growth. We also had tax day this week, unfortunately, and we got an early indication of what tax receipts will look like. What do you guys think this means for the debt ceiling?

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

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