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Behind the Markets Podcast
Behind the Markets Podcast Special: Schwartz & Siegel
Jul 12, 2024
Professor Siegel and Jeremy Schwartz delve into market trends, focusing on inflation data's impact on Federal Reserve decisions. Siegel notes the positive CPI report potentially leading to rate cuts, while Schwartz discusses sector reactions to economic indicators and future rate adjustments.
09:45
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Quick takeaways
- Positive CPI report could prompt rate cuts by the Fed.
- Low productivity levels influence GDP growth and potential rate adjustments.
Deep dives
Discussion on Important Inflation Data and Potential Impact on Rate Cuts
The podcast delves into the significance of recent inflation data, particularly emphasizing the impact on potential rate cuts by the Fed. The conversation highlights the importance of CPI and PPI, indicating a positive trend in favor of rate reductions, possibly leading to a cut at the July 31st meeting. The discussion includes insights on how various factors such as unemployment claims and economic data could influence the Fed's decision-making process, indicating a likelihood of more than two rate cuts by December.
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Discover
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