35sec snip

RiskReversal Pod cover image

The End of the Epic GenAI Powered Market Rally?

RiskReversal Pod

NOTE

Toughening CPI Comparisons and Fed Rate Cuts

The speaker believes that CPI comparisons will become more challenging in the future with core services inflation exceeding 5%. They predict that durable goods pricing has reached a bottom and that increasing shipping costs will impact inflation. The speaker is skeptical about the Fed cutting rates due to pressure from Trump, indicating a possibility of no rate cuts before the election.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode