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Is the US economy running hot or cold?
Episode 373
Published 2 months ago
Description
Darius Dale explains why the underlying economic data continue to support a "Run It Hot" regime despite the market's dovish interpretation of GDP and inflation reports. He also examines the bond market's historic reaction to the latest FOMC decision, why 42 Macro believes the Fed may still need to tighten monetary policy, and what Microsoft's and Meta's latest AI capital spending plans signal for investors.