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Macro Money - May 16, 2024 - Stocks, The Fed, and China: Be Careful What You Wish For
Manage episode 418620497 series 68544
Stock markets are cheering Fed rate cut expectations, but global recession risk is brewing in the background as U.S. economic news takes a turn for the worst. tastylive's Head of Global Macro Ilya Spivak discusses financial markets' embrace of weak economic news and considers how weakness in China threatens to disrupt optimism in the wake of supportive U.S. inflation data.
860 odcinków
Manage episode 418620497 series 68544
Stock markets are cheering Fed rate cut expectations, but global recession risk is brewing in the background as U.S. economic news takes a turn for the worst. tastylive's Head of Global Macro Ilya Spivak discusses financial markets' embrace of weak economic news and considers how weakness in China threatens to disrupt optimism in the wake of supportive U.S. inflation data.
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