

Markets Digest Softening Inflation Data
Jun 17, 2024
Stephanie Roth analyzes Q1 inflation data and potential US growth slowdown, Steven Major shares fixed income outlook, and David Rosenberg discusses US equity amid cooling inflation. Topics include market reactions to disinflation, Fed's rate cuts, global bond market movements, inflation trends, stock market performance, and impact of weight loss drugs on food companies and clothing retailers.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Analyzing Seasonality Issues in Economic Data and the Impact of Immigration on Labor Market
01:48 • 7min
Financial Sponsor Advertisements
09:00 • 2min
Global Market Moves and Bond Market Analysis
10:31 • 5min
Analysis of Inflation Trends and Stock Market Performance
15:38 • 12min
Seeking Greater Retirement Security in Volatile Markets
27:14 • 2min
Impact of Weight Loss Drugs on Food Companies and Clothing Retailers
28:59 • 5min
Parents Going into Debt for Family Vacations
33:59 • 2min