Behind The Markets Podcast: Nitesh Shah & Aneeka Gupta
Behind the Markets Podcast
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Is the Fed Going to Reason to Pivot Early?
Segal: I think what might surprise us is a weak labor market, but not a weak real GDP market and not a weak profit picture as a result. He says the tide is going to turn the other year to prize on the higher productivity and the weaker labor market. Segal: A pivot sooner than expected would be a weaker dollar. We might be surprised how resilient the Europeans are.
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