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The Fed is navigating using a rearview mirror

The Fed is navigating using a rearview mirror

Released Monday, 6th May 2024
Good episode? Give it some love!
The Fed is navigating using a rearview mirror

The Fed is navigating using a rearview mirror

The Fed is navigating using a rearview mirror

The Fed is navigating using a rearview mirror

Monday, 6th May 2024
Good episode? Give it some love!
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A dovish tilt and buybacks are powering the market forward but there's weakness with cracks forming in the consumer facade. Market misconception is providing opportunities for outperformance while bad data and labor issues are a threat. 

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