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Rebel Capitalist News

Stocks Plunge, New Inflation Data, You Won't Believe What Rates Did...

Mar 31, 2025
Inflation data took center stage, revealing its unexpected impact on consumer behavior and market trends. Listeners learn about the growing disconnect between economic indicators and the reality faced by everyday consumers grappling with rising costs. Discussions also highlight the surge in retail theft and its implications for security measures. Compelling insights into the money supply's role in promoting economic growth spark a debate on government intervention, alongside a candid look at high-profile cryptocurrency pardons and their questionable motives.
51:56

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Quick takeaways

  • Recent inflation data indicated mixed market reactions, highlighting concerns over consumer spending and its impact on interest rate strategies.
  • Unusual behavior in treasury yields suggests the market's focus is shifting from inflation fears to worries about overall economic growth prospects.

Deep dives

Inflation Data and Market Reactions

Recent inflation data shows that core PCE increased to 2.8% in February, which was higher than expected. Despite consumer spending rising by 0.4%, it did not meet the 0.5% forecast, leading to mixed market reactions. While inflation numbers were perceived as 'hot', the market seemed more concerned with the unexpected dip in consumer spending. This contradiction possibly indicated that investors anticipated the Federal Reserve would reconsider its interest rate strategy.

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