Is Neil Dutta Too Hot???

15 snips

Jul 12, 2024

Head Economist Neil Dutta joins to discuss Federal Reserve actions, small caps, recession concerns, and election effects. Topics include market reactions, unemployment rates, inflation, and consumer income growth. Lighthearted banter includes being the 'hottest economist', TV shows, music preferences, and golf experiences.

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INSIGHT

Cut Rates Now

The Federal Reserve shouldn't wait to cut rates, as downside risks are rising.
Waiting is pointless since Powell can cut rates even with inflation above 2%.

INSIGHT

CPI Report Surprise

The June CPI report showed cooler than expected inflation, surprising economists.
This, along with other economic data, suggests a shift in market sentiment.

INSIGHT

Small-Cap Surge

Small-cap stocks experienced a significant surge due to changing market sentiment.
This rotation out of large-cap stocks into small-cap stocks presents potential opportunities.

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On episode 149 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta, Head Economist at Renaissance Macro Research, to discuss: the Federal Reserve, small caps catching a bid, how worried we should be about recession, the economic implications of the presidential election, and much more!

This episode is sponsored by Kraneshares. To learn more about their KFA Mount Lucas Managed Futures Index Strategy (ticker KMLM), visit: https://kfafunds.com/kmlm/

Consider the fund’s investment objectives, risks, charges, and expenses, which can be found in the prospectus online at kfafunds.com/kmlm. Read the prospectus carefully before investing. Investing involves risk, including loss of principal. KraneShares are distributed by SEI Investments Distribution Co. and are not affiliated.

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