

Instant Reaction: Inflation Data
Mar 29, 2024
Tom Porcelli, Chief US Economist at PGIM Fixed Income, and Wells Fargo Senior Economist Sarah House discuss the latest PCE data and its impact on Fed rate cuts. They analyze inflation trends, consumer spending behavior, and implications for the market. Dive deep into the nuances of inflation management and market expectations.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Analyzing Inflation Data and Consumer Trends
01:58 • 11min
Analysis of Stock Market Contributions and Wealth Effect
13:14 • 2min
Analyzing Inflation Data and Powell's Speech Anticipation
15:30 • 12min
Analysis of Chairman Powell's Comments and Recent Inflation Data
27:21 • 2min
Analysis of Recent Inflation Data and Business Event
28:55 • 2min