

PCE Data Sets Stage for Fed Rate Cut
Aug 30, 2024
Ira Jersey, Chief US Interest Rate Strategist at Bloomberg Intelligence, joins the conversation to discuss the implications of recent PCE data on potential Fed rate cuts. Ryan Gould, Deals Reporter, explores Intel's strategies amid competitive pressures, including a possible restructuring. Ben Emons, CIO and founder of Fed Watch Advisors, offers his market outlook. The group also chats about the evolving labor market, AI's impact on employment, and the shifting demands for workplace flexibility in a post-pandemic world.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Intro
00:00 • 3min
Navigating Interest Rates and Economic Indicators
03:09 • 7min
Intel's Competitive Challenges and Economic Insights
10:28 • 4min
Economic Trends and Political Implications
14:02 • 13min
Exploring Political Diversity and Cognitive Biases
26:54 • 2min
Dell's AI-Powered Future
29:22 • 6min
Dell's Transformation and AI Server Growth
35:07 • 2min
Navigating Labor Market Shifts
36:55 • 6min
Employee Expectations and the Shift Towards Flexibility
42:44 • 2min