

Reaction to India and Rate Cuts Hiding in Plain Sight
Jun 5, 2024
Rich Clarida discusses PIMCO's 2024 outlook; Anna Wong uncovers hidden rate cuts; Leslie Vinjamuri talks India election, Trump verdict, and Israel conflict. Topics include central bank policies, economic challenges, labor market analysis, and US party voting impact on Israel support. Also, Disney's Florida park expansion and NYC congestion pricing delay.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Central Bank Policies and Economic Challenges
01:54 • 5min
Analyzing Subcomponents of Economic Data and Prioritizing the Cost Side of the Economy
07:09 • 3min
Analysis of QCEW Labor Report and Economic Predictions
09:56 • 10min
Perceived Link Between US Party Voting and Israel Support
20:15 • 3min
Implications of Delaying NYC Congestion Pricing and Elite Flyers in Airline Travel
22:58 • 5min
Expansion Plans for Disney's Florida Theme Park and Bloomberg Surveillance Promotion
28:10 • 2min