The Fed On Pause But Inflation Is Not

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In this episode of Macro-To-Micro Power Hour from 03/20/24, Samantha LaDuc and Craig Shapiro discuss the aftermath of the Federal Reserve's decision and Powell's press conference, focusing on market reactions and future monetary policy expectations. They delve into the discrepancy between the Fed's projections and market interpretations, particularly concerning interest rate cuts and inflation expectations. Craig and Samantha explore the implications of these developments on various assets, including equities, bonds, and commodities like gold and oil. They also consider the broader economic indicators and potential shifts in the U.S. dollar's strength, offering insights into strategic asset allocation in light of evolving financial conditions.

Video Length: 01:03:47

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