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Podcast: Inflection Point
Episode: On the Margin: Fed Cutting Cycle Imminent, What's Next for Markets? | Weekly Roundup
Description: This week we discuss the split odds between a 25 and 50 basis point cut at the Fed’s next meeting, market cutting cycle dynamics, and the rotation from growth to value. We also delve into the latest inflation data, rising labor productivity, and the outlook for crypto Enjoy!–Follow Ram: https://x.com/ramahluwaliaFollow Quinn: https://x.com/qthompFollow Felix: https://twitter.com/fejau_incFollow On The Margin: https://twitter.com/OnTheMarginPodOn The Margin Newsletter: https://blockworks.co/newsletter/onthemargin–Weekly...