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On The Margin
There's Still No Recession, Can Stocks Continue To Grind Higher? | David Cervantes
Jun 26, 2024
Economic strategist David Cervantes discusses recession outlook, Fed rate cuts, making macro actionable, US fiscal dilemma, and stock rally potential for 2024. Podcast covers strategies for current economic setup, Fed's policy decisions, inflation data analysis, bond yield trading, and equities performance
41:28
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Quick takeaways
- Understanding Fed's soft landing concept crucial for economic outlook.
- Equity market performance tied to earnings growth rather than interest rate differentials.
Deep dives
Fed's Soft Landing Analysis
The podcast host discusses the concept of a soft landing for the Federal Reserve and explains how the Fed managed to achieve the desired inflation and labor market balance without triggering a recession. By analyzing indicators like wage trends and unemployment rates, the speaker predicted a soft landing scenario and emphasized the importance of understanding the Fed's policy objectives.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode