Latest / Thoughtful Money with Adam Taggart
Stephanie Pomboy: The Cracks In The Economy Are Becoming Too Large To Ignore
Stephanie Pomboy returned this morning for her biweekly macro session on Thoughtful Money.We discussed her views on Fed rate cuts, inflation, credit spreads, the weakening consumer, recession risk, the housing market, her outlook for the US dollar…even the Taylor Swift/Travis Kelce engagement.Stephanie is eagerly awaiting next month’s FOMC decision, as she thinks it has potential to be the event that punctures the market’s current blind optimism — if the Fed starts cutting its policy rate but bond yields don’t come down as hoped.What does she expect to happen if they don’t?Find out by…
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