Is Disinflation the Bull Case Nobody's Talking About?
About this episode
The episode discusses disinflation as a potential bullish case for markets, analyzing recent Fed actions and consumer trends.
We break down Warsh's first FOMC presser and what less Fed forward guidance means for markets, then our latest Ledger post: why disinflation is the bull case, the case for an expansion regime, and how the weak consumer finally rotates in.Learn More: www.market-radar.comEpisode 220
More episodes of Radar Podcast
- Rotation Or Crash? Your Portfolio Depends On This Call
- Why the Market Runs on Trump's Vibes
- Disinflation Is Here And It Could Crash The Market
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