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A hotter-than-expected wholesale inflation report just made the Federal Reserve’s decision regarding a September rate cut even tougher. The report raises questions of whether higher prices for businesses will be passed on to consumers, pushing up inflation.
~This episode is sponsored by iTrust Capital~ iTrustCapital | Get $100 Funding Reward + No Monthly Fees when you sign up using our custom link! ➜ https://bit.ly/iTrustPaul
Guest: Darius Dale Founder & CEO - 42 Macro 42 Macro website ➜ https://bit.ly/42MacroDD
00:00 Intro 00:10 Sponsor: iTrust Capital 00:40 Darius Dale: The risk asset is the treasury bond market 03:20 Scott Bessent: I think we take in $300B in tariff revenue 04:33 Can tariffs revenue make up for this gap in deficit? 06:45 Will stablecoins make any difference to our national debt? 09:00 PPI Data: Market slide overreaction? 10:50 Tom Lee: "Buy the dip" - Do you agree? 12:25 BLS data impact 14:30 CNBC: we can do a 50bps make up, cut no problem 17:30 What happens in September? 18:20 No rate cut chances? 19:20 End of year bullish or bearish? 19:30 2026 bullish or bearish? 20:10 Outro
#Crypto #bitcoin #fedrate ~No Rate Cut Possible? |