Markets Policy Partners Macrocast
A pod at the intersection of financial markets and government policy
Markets Policy Partners Macrocast
Markets Policy Partners Macrocast: A Higher for Longer Fed
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Brendan
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Season 1
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Episode 1
This week we are joined by Brai Valerio-Esene, Founder, SW4 Insights. We go through the recent inflation data and its limitations. Finally, the crew discusses the outlook for the economy and when to expect the first rate cut.