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WSJ's Take On the Week

Tale of Two Feds: Will Interest Rates Drop and is FedEx a Tech Company?

Mar 17, 2024
This podcast discusses the potential impact of the Federal Reserve's decision on interest rates and how it may affect the stock market. They also delve into FedEx's shift towards adopting technology in their business strategies and the implications for investors. Additionally, the podcast explores the emerging trend of music royalties becoming asset-backed securities and the opportunities it presents for investors.
21:37

Podcast summary created with Snipd AI

Quick takeaways

  • Federal Reserve may hint at rate cuts impacting stock market; Companies rebranding as tech can boost valuations.

Deep dives

Discussion on Fed Meeting Expectations and Interest Rates

Among the key points discussed was the anticipation around the Federal Reserve meeting and potential changes in interest rates. The debate centered on whether the Federal Reserve would start cutting interest rates, considering the decrease in inflation levels. The consensus was shifting towards fewer rate cuts, with the stance that the stock market is influenced by these expectations.

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