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The Macro Trading Floor
A New Fed Put?
May 3, 2024
Exploring potential soft patch in nominal growth, impact of rate hikes and Fed policy on private sector, stagflation concept. Repercussions of volatility shock on carry traders in Dollar JPY. Market fluctuations in assets, trading ideas, and recommendations for the week.
37:24
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Quick takeaways
- Concerns over potential soft patch in nominal growth due to recent economic trends.
- Federal Reserve's reactive stance emphasizes importance of data over policy decisions.
Deep dives
Soft Patch in Nominal Growth
Despite previous hesitancy towards recession predictions, concerns arise about a potential soft patch in nominal growth due to recent economic trends. Unusual inflation dynamics impacting sentiment and hard data, coupled with changing business sentiment post-rate hikes, suggest a shift in the economic cycle.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode