

Single Best Idea with Tom Keene: Jurrien Timmer & Troy Gayeski
Jul 29, 2024
Joining Tom Keene are Jurrien Timmer, a global macroeconomic expert, and Troy Gayeski, a strategist in market analysis. They dive into the recent shifts in financial markets following a pivotal Federal Reserve meeting. The discussion centers on potential interest rate cuts and their influence on earnings growth, while dissecting consumer spending trends through a unique McDonald's case study. They also reflect on the bull market's evolution, addressing investor sentiment and the challenges of forecasting amidst unprecedented volatility.
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