Episode Details
| Title | On the Margin: Why The Fed Shouldn’t Cut Rates | Eric Wallerstein |
|---|---|
| Date | 9/4/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $US_ECON - The US economy is showing resilience due to a healthy labor market and reduced interest rate sensitivity, suggesting a lower likelihood of recession.
- “If you're thinking about whether we're going into a recession or not, like, the labor market looking pretty healthy and The US economy being less interest rate sensitive are two huge things which people are missing.” - Eric (0:00)
- 🟢 $TECH - 🔒
- 🟢 $SERVICES - 🔒
- 🟢 $GLD - 🔒
- 🟢 $OIL - 🔒
Bearish:
- 🔻 $CHINA - 🔒
- 🔻 $EUROPE - 🔒