This morning on The Macro Show, veteran Hedgeye analyst Josh Steiner delivered a powerful update for subscribers which covered the macroeconomic waterfront, including the likely paths of inflation and interest rates and what it means for the US housing market.
In this particular clip, Steiner and Macro analyst Ryan Ricci delved into the possibility of a September rate cut, the impact of “fiscal dominance,” Trump’s outlook on Fed independence, Jay Powell’s future, and ultimately the impact of the upcoming election on the economy.
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