Real Vision: Finance & Investing

#961 - What to Make of December PCE? With Jeremy Schwartz

Jan 26, 2024
Guest
Jeremy Schwartz
Jeremy Schwartz, global CIO at WisdomTree Asset Management, discusses the implications of December PCE data and explores the Goldilocks scenario. They also talk about the differences in inflation calculation and the Fed's response to inflation trends. Additionally, they explore the divide within the Republican Party, macroeconomic issues, and investment opportunities.
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Episode notes
1
Introduction
00:00 • 2min
2
Macro numbers and the Goldilocks scenario
01:32 • 10min
3
Differences in Inflation Calculation and Real-Time Data
11:26 • 2min
4
Inflation Trends and the Fed's Response
13:03 • 8min
5
The Split in the Republican Party and Speculation on Rate Cuts
21:08 • 2min
6
Macroeconomic issues and investment opportunities
23:28 • 11min
7
Thoughts on Inflation Data and Investment Opportunities
34:25 • 2min