Episode Details

In today's special 100th episode of Markets with Megan, Chief Investment Officer Megan Horneman, addresses the recent market volatility and its ties to the Federal Reserve's decision-making. In our December warnings, we highlighted Chairman Jerome Powell's dovish turn on interest rates, predicting potential pitfalls. Fast forward to today, and we're witnessing the aftermath of early dovishness, with economic activity surging, inflation indicators rising, and the Fed scrambling to backtrack expectations for rate cuts. Despite positive consumer sentiment and spending, credit card delinquencies are on the rise. As we closely monitor these developments, the Fed faces a delicate balancing act.  We want to thank everyone who has tuned in for the first 100 episodes and we hope you'll continue to join us for the next 100! If you have questions or comments, reach out to podcast at Verdence dot com.

Watch Today's episode here: https://youtu.be/EJmtThyH_Tg

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