Macro Monday EP11: Inflation, the Labour Market, S&P Multiples and impacts of Geopolitical tensions!

In this episode of Macro Monday, Charlie delves into the most important macro-economic influences of the week! Like: S&P 500 reaching historic highs, why did the FED cut rates? The current inflation readings, and what they mean, What the current US job numbers are, and what industries are expanding the fastest, Stanley Druckenmiller's opinion on the current China situation, why is inflation sticky? Oil and Iron ore prices skyrocketing and more!!

Timestamps:

00:00 Intro.

00:06 Goldilocks Situation.

00:57 FED Rate Cuts.

01:17 Current Inflation Figures.

01:24 The Job Market.

03:40 Stanley Druckenmiller's Take.

06:24 Sticky Inflation

06:45 Geopolicial Tension Impacts

07:02 China Bolsters Iron Ore

07:53 Current S&P Multiples

08:53 Disclaimer / Outro.

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