Episode Details
| Title | Fed Is Easing Into Major Regime Shift | Darius Dale |
|---|---|
| Date | 9/17/2024 |
| Podcast | Forward Guidance ↗ |
Key Insights
Bullish:
- 🟢 $EQUITIES - Expecting continued growth surprises and Fed easing, supporting a bullish view on stocks in a late cycle expansion.
- “We are expecting growth to continue generally and persistently surprising consensus expectations to the upside, which ultimately means the Fed is easing monetary policy into a late cycle expansion.” - Darius (1:04)
- 🟢 $JPY - 🔒
Bearish:
- 🔻 $BONDS - 🔒
- 🔻 $CHINARE - 🔒