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Podcast: Inflection Point
Episode: On the Margin: Fed Easing Will Match Weakness In The Labor Market | Weekly Roundup
Description: This week we discuss the soft jobs report and how it compares to the other data, the state of the yield curve and credit markets, and how China is bringing down commodities. We also delve into AI centralization, the outlook for Bitcoin and crypto, and much more. Enjoy!–Follow Quinn: https://x.com/qthompFollow Felix: https://twitter.com/fejau_incFollow Tyler: https://twitter.com/Tyler_Neville_Follow On The Margin: https://twitter.com/OnTheMarginPodOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin–