A Soft Landing Is Unrealistic | Andy Constan

On The Margin

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2M ago 38:01

MP3•Beranda episode

In this episode, Andy Constan joins the show for a discussion on the current state of the U.S economy & inflation continues to roll over & financial conditions remain loose. We deep dive into the outlook for stocks, bonds & markets into H2 2024. Enjoy!

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Timestamps:

(00:00) Introduction

(00:27) Why The Economy Has Remained Strong

(04:39) Financial Conditions Are Still Loose

(11:32) Mantra Ad

(12:39) Relief In The Long End Has Been Fueling A Stock Market Rally

(23:01) What To Expect From The QRA?

(29:24) Permissionless Ad

(30:02) Alpha vs Beta

Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: https://blockworks.co/event/permissionless-iii

370 episode

#Business News #Business #News #Michael Ippolito | Blockworks