36 Min.

Navigating the US Market: CPI Data, Payroll Reports, and Fed Policy - Episode 2 Super-Macro Management

    • Management

On this episode of Supermacro, Jonny and Elvis discuss the recent
developments in the US market, including the CPI data and the non-farm
payroll report. Despite the unexpected CPI print and mixed payroll data,
Jonny maintains his view that the easing of financial conditions is
stimulating the economy in ways the Fed may not have anticipated. The
episode delves into the implications of Fed policy and the overall
economic outlook.

To access the SuperMacro newsletter and stay updated on economic
analysis and trade recommendations, visit SuperMacro. Subscribe for a
free trial and gain access to Johnny's expert insights and portfolio
performance updates.

Listen to the full podcast episode for in-depth analysis and valuable
market insights. Don't forget to like, share, and subscribe for more
financial discussions and investment strategies.

On this episode of Supermacro, Jonny and Elvis discuss the recent
developments in the US market, including the CPI data and the non-farm
payroll report. Despite the unexpected CPI print and mixed payroll data,
Jonny maintains his view that the easing of financial conditions is
stimulating the economy in ways the Fed may not have anticipated. The
episode delves into the implications of Fed policy and the overall
economic outlook.

To access the SuperMacro newsletter and stay updated on economic
analysis and trade recommendations, visit SuperMacro. Subscribe for a
free trial and gain access to Johnny's expert insights and portfolio
performance updates.

Listen to the full podcast episode for in-depth analysis and valuable
market insights. Don't forget to like, share, and subscribe for more
financial discussions and investment strategies.

36 Min.