Strong economic data not necessarily bad for equity market
Apr 13, 2024 ·
8m 16s
Yimin Xu of https://seekingalpha.com/author/cestrian-capital-research?source=wsb_podcast:strong_economic_data_equity_market on past easing cycles, strong economic data and Fed rate cuts (0:40). Sticky inflation and bond market equilibrium (2:30). Attractive 10-year yields (5:00). This is an...
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Yimin Xu of Cestrian Capital Research on past easing cycles, strong economic data and Fed rate cuts (0:40). Sticky inflation and bond market equilibrium (2:30). Attractive 10-year yields (5:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show links:
Nasdaq, S&P shed about 1% each, Dow drops more than 400 points after hot CPI
Riddled With Rates
Hot inflation may not be a bump, balance sheet runoff pace discussed: FOMC minutes
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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Episode transcripts: seekingalpha.com/wsb
Show links:
Nasdaq, S&P shed about 1% each, Dow drops more than 400 points after hot CPI
Riddled With Rates
Hot inflation may not be a bump, balance sheet runoff pace discussed: FOMC minutes
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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