

#1007 - What Will Push Powell to Cut? | with Darius Dale
Apr 3, 2024
Darius Dale, Founder of 42 Macro, discusses the ISM and private payroll data, resurgence in yields, and Fed Chair Jerome Powell's recent remarks. Topics include factors influencing monetary policy decisions, productivity's influence on bond rates, investing considerations, market analysis, global commodities surge, and analyzing indicators for asset market changes.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Factors Influencing Monetary Policy Decisions
02:07 • 8min
Productivity's Influence on Bond Rates and Inflation Predictions
10:03 • 4min
Investing Considerations and Inflation Data Impact
14:30 • 6min
Market Analysis and Risk Assessment
20:48 • 6min
Global Commodities Surge
26:20 • 4min
Analyzing Indicators and Market Themes for Asset Market Changes
30:46 • 3min