Episode Details

Post-FOMC Fallout: Did The Fed Get It Right? | Weekly Roundup
12/21/2024
Forward Guidance β†—

Key Insights

Bullish:

  • 🟒 $USEQUITIES - Bullish outlook on the US economy and equities, with expectations of continued economic strength and potential upside.
    • β€œI'm very proud of the economy. I'm very I I I am actually bullish the economy that I think we have a leg up, and Mhmm. Not very many people think that.” - Danny (1:02:17)
  • 🟒 $BANKS - πŸ”’
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  • 🟒 $CYCLICALS - πŸ”’
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  • 🟒 $SMALLCAPS - πŸ”’
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  • 🟒 $BTC - πŸ”’
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  • 🟒 $OIL - πŸ”’
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  • 🟒 $CHINAEQUITIES - πŸ”’
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