RenMac Off-Script: Cuts Delayed Not Derailed
发布时间 2024-04-12 15:34:00 来源
摘要
RenMac discusses the implications of the global gold rush led by central banks; why the latest inflation report still points to when, not if the Fed cuts interest rates; how a cooling labor market means consumers could struggle to absorb higher inflation; the risks Powell & Co. face in deciding to do (or not do); why the adage “sell in May and go away” doesn’t work; and how to take advantage of the summer trading months in a presidential election year.
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