Global Macro: Has the Fed Abandoned Its Inflation Target? ft. Andreas Steno & Darius Dale

Aug 28, 2024

Andreas Steno, a macroeconomic commentator, and Darius Dale, founder of 42 Macro, dive into the U.S. economy's current state. They discuss the shifting inflation cycle, predicting a tough path towards the Fed’s 2% target, potentially settling at 3%. Labor market dynamics are examined, highlighting rising unemployment and its impact on economic cycles. They also tackle asset allocation strategies amid volatility, evaluating risks in markets and the implications of an upcoming Fed cutting cycle on investment decisions.

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Intro

00:00 • 4min

Navigating Inflation: The New Normal

04:06 • 6min

Navigating the Labor Market Landscape

09:45 • 9min

Navigating Asset Allocation in Volatile Markets

19:02 • 12min

Navigating Market Changes Amid Fed Cutting Cycles

30:50 • 6min