Marc Chandler – Key Takeaways From Friday’s Jobs Report, Coming Fed Rate Cut Expectations, And The Steepening Yield Curve
Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of The Marc To Market website, joins us to unpack the nuances in Friday’s jobs report miss and more downward revisions to the prior 2 months, market expectations around the series of coming Fed rate cuts, and the potential signal of the yield curve moving from inverted to steepening and normalizing. We discuss how all these macroeconomic data points foreshadow a potential slowdown in the US economy and how the markets may respond. We look ahead to the coming inflation data, and more refined GDP forecasts out of the Atlanta Fed. Additionally, we consider currency impacts from other central banks monetary policies, and in particular the expected rate cuts out of the ECB.
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The Macro Winds Are Shifting
Jesse Felder – The Felder Report – 09/07/2024
The CPI Report Could Spark A Chain Reaction For Technology Stocks
Mott Capital Management – Seeking Alpha – Sep. 08, 2024
https://seekingalpha.com/article/4719746-cpi-report-could-spark-chain-reaction-technology-stocks
Anybody who believes in the statistics put out by the government are not living on this planet experiencing what the public lives through on the day to day. The passage of time will reveal the shortsightedness of many of the judgements and interpretations that come from The Fed, that is how it has been in the past and that is how it is now. Until The Fed and the government start reporting honest statistics, we will just have to wait for history to correct their misjudgments. Even if you get honest statistics very few qualified people are equipped to keep a bridle on the economic system. It should just be left alone to self-correct. DT
If Nvidia drops below $98 and it is less than $5 away it will be “Katie Bar the Door!” DT
https://www.tradingview.com/x/kQ5coiAX/
Possible Bearish Gartley Simulacrum.
If so, the party started early!
Rare unseen downtown San Francisco 1940’s remastered in color, lots of old cars made in America, the streets are clean, and you don’t see waste bins everywhere. NICE! DT
or tent encampments, or graffiti, I think you will get the picture. LOL! DT
wow..totally incredible film footage…thanks DT
Forget about the markets if this happens.
irishtony
7 hours ago
It would appear that the SATANISTS/ZIONISTS have just been given the green light for all out war against LEBANON . “THEY ” are such a brave gang of EVIL B**TARDS , when ” THEY ” have their bought & paid for ( American Millatery ) private army to do their dirthy work for them. Should “THEY ” go ahead with this , then IMO we will have a huge war in the middle & when the dust settles , the State of Israel will no longer exsist. I would also point out that there are sleeper cells in Europe & America , waiting for a call to cause havoc against Nato.
https://www.youtube.com/watch?v=mnm9Vzrpkrg&list=UUDkEYb-TXJVWLvOokshtlsw&index=1&pp=iAQB
Week Ahead: Can the US CPI Do What Payrolls Didn’t and Persuade the Market that the Fed Will Deliver a 50 bp Cut ?
Marc Chandler – Marc To Market – September 07, 2024
https://www.marctomarket.com/2024/09/week-ahead-can-us-cpi-do-what-payrolls.html