Thelastbearstanding

Joseph Wang, a macro expert, joins market trend commentator Thelastbearstanding, urban economic analyst Michael Kao, and tech analyst Dan Ives for an insightful discussion. They delve into the Federal Reserve's historic rate cut and its market implications. Topics include the state of inflation, the labor market’s slowdown, and the impact on housing. They also explore gold price trends amid geopolitical tensions and predict a bright future for tech stocks, driven by AI advancements and increased capital expenditures.

Macroeconomic experts Joseph Wang, Thelastbearstanding, and Bob Elliott discuss inflation trends, rate cuts, housing affordability, and global central bank actions. They analyze the impact of risky lending activities, political changes, and stock market activity on the economy. The podcast also covers Federal Reserve projections, market dynamics, and the upcoming election's impact on markets.

Macroeconomic experts discuss the FOMC, potential rate hikes, Fed/Treasury Balance Sheets, and the macroeconomic outlook for early 2024. They analyze the prospect of a soft landing, market volatility and rate cuts, leverage loan defaults and corporate debt, impact of de-globalization and protectionism on global conflicts, risks of a strong US economy, volatility insights and outlook, and market trends.