

Was the Rate Cut Enough? ft. George Goncalves
Oct 1, 2024
Join George Goncalves, head of U.S. macro strategy at MUFG, as he dissects the Federal Reserve's recent rate cut and its implications on the economy. He discusses the challenges the Fed faces in achieving a soft landing amidst a cooling labor market and why he believes further cuts might be essential. The conversation also touches on the credit struggles of small to medium enterprises compared to larger corporations, and the perplexing disconnect between equity markets and economic indicators, revealing insights into navigating financial uncertainties.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 โข 3min
Analyzing Federal Reserve Decisions on Interest Rates
03:07 โข 2min
SMEs and the Credit Conundrum
05:06 โข 17min
Navigating the Bond Market's Shifts
21:51 โข 15min
Analyzing Labor Market Trends and Rate Cuts
37:08 โข 5min
Navigating Market Disconnects
42:09 โข 21min
Navigating Financial Uncertainties: Insights on Interest Rates and Market Challenges
01:02:43 โข 2min