Fed Cuts and Recessions
A discussion unfolds around the historical context of Fed cuts and their proximity to all-time market highs, revealing that in six of the last nine instances, the S&P was within 10% of its peak. The conversation shifts to the Fed's influence on asset prices, emphasizing that while financial conditions may fluctuate, the real economy remains the primary focus. With a year elapsed since the last hike, questions arise about the potential for a soft landing or whether a recession is already in play.In this clip
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