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Michael Strain, resident scholar and the director of economic policy studies at the American Enterprise Institute (AEI) returns to the podcast to discuss the Fed’s big pivot towards rate cuts early next year and the resulting monster rally in stocks and bonds. The discussion then turns to what ails the collective psyche. Think rents and the price of ramen.
For mor information on Michael Strain click here
Follow Mark Zandi @MarkZandi, Cris deRitis @MiddleWayEcon, and Marisa DiNatale on LinkedIn for additional insight.
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