Fed Super-Sized Rate Cut! Vincent Deluard Analyzes the 50 bps Cut

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Sep 19, 2024

Vincent Deluard, Director of Global Macro at StoneX, shares expert insights on the recent 50 basis points interest rate cut by the Fed. He delves into market reactions and the implications for stocks and bonds, highlighting the challenges of inflation and growth. Deluard discusses unconventional indicators, like haircut prices, to explain labor cost trends and emphasizes the potential for increased market volatility. He also analyzes the contrasting performances of tech and value stocks amidst this evolving economic landscape.

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Intro

00:00 • 2min

Federal Reserve's Rate Cut: Market Reactions and Economic Implications

02:18 • 10min

Understanding the Fed's Rate Cut and Inflation Insights

12:27 • 11min

Analyzing Bonds and Stocks in an Inflationary Landscape

23:50 • 5min

Navigating Stock Market Rhythms in a Changing Rate Landscape

28:44 • 3min

Navigating Economic Uncertainties

31:44 • 15min

Navigating Economic Volatility: Inflation vs. Growth Insights

47:04 • 4min