#973 - Will Inflation Put the Kibosh on Rate Cuts? | with Tom Thornton

Feb 13, 2024

Tom Thornton, founder of Hedge Fund Telemetry, discusses the market's reaction to today's CPI report, concerns regarding bond markets, and the potential ramifications of Nvidia's upcoming earnings release on the broader market. They also discuss challenges for the Fed in reaching their inflation target and the possibility of rate cuts. The episode includes sponsors for a crypto tax calculator platform and a cashback app. Other topics include sentiment tailwinds, concerns for big cap names, the USD in relation to the return of the inflation boomerang, and the need for investors to remain flexible and take profits in light of rising interest rates.

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Introduction

00:00 • 2min

U.S. Equity Decline and Challenges for the Fed

02:04 • 8min

Crypto Tax Calculator & Cashback App Sponsorships

10:06 • 3min

Sentiment tailwinds and concerns for big cap names

12:44 • 15min

The USD and the Return of the Inflation Boomerang

27:50 • 8min

Staying Flexible and Taking Profits: Assessing Sector Weakness

36:06 • 3min