

The Impact of Rate Cuts on Markets & the 2024 Presidential Race
Sep 23, 2024
Stephan Stanley, Chief Economist at Santander, analyzes the implications of the latest FOMC meeting and questions if the Fed's rate cut was a mistake. John Stoltzfus, Chief Investment Strategist at Oppenheimer & Co., shares his insights on equities while forecasting the 2024 S&P target. They discuss the challenges of predicting inflation and the potential impact of the rate cut on consumer and business investment. The conversation also highlights the influence of upcoming elections on economic trends and investor sentiment.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Consumer Behavior and Economic Predictions
02:16 • 7min
Anticipating Inflation: Market Dynamics and Fed Policy
09:07 • 4min
Economic Shifts and Political Dynamics
12:50 • 13min
AI Deployment Strategies and NFL's Expansion in Brazil
25:57 • 2min
Commuting, Tech Trends, and Changing Beverages
27:56 • 5min
Exploring Beer Culture and Podcast Highlights
32:51 • 2min