Powells Dovish Turn As Growth Deteriorates

>> YOUR LINK HERE: ___ http://youtube.com/watch?v=jFk1spyKuhU

Join EDGE ➡️ https://laductrading.com/edge • 🆕 Subscribe to our Substack ➡️ https://www.samanthaladuc.com/ • 📺 In this short clip from Macro EDGE Roundup recorded on 08/23/2024, Samantha LaDuc and Craig Shapiro discuss the implications of recent Federal Reserve actions, particularly in relation to Chairman Powell's speech at Jackson Hole. • They explore the market's reaction to Powell's unexpectedly dovish tone, the potential for future rate cuts, and the broader macroeconomic environment. • The conversation touches on concerns about economic slowdown, the Fed's strategy, and how investors might respond in such a shifting landscape. • 00:00 Introduction • 00:45 Powell's Speech Overview • 01:39 Dovish Tone Surprises • 02:26 Recent Fed Decisions • 02:57 Powell's Key Statements • 03:58 Speculations On Powell's Motives • 04:50 Market Reaction • 05:31 Dollar Debasement • 07:16 Rate Cuts Discussion • 08:00 Hedge Fund Rotation • 09:06 Home Builders Dynamics • 09:59 Growth Deterioration Concerns • ✅ CONNECT WITH US • X/Twitter (Samantha LaDuc): / samanthaladuc • X/Twitter (Craig Shapiro): / ces921 • X/Twitter (Geoffrey Fouvry): / graphfinancials • X/Twitter (LaDucTrading): / laductrading • 💼 ABOUT US • Samantha LaDuc is the Founder of LaDucTrading.com and CIO at LaDuc Capital LLC. Samantha is known for timing major market inflection points in equities, commodities, bonds/rates, crypto, currencies, and especially volatility. As a Macro-to-Micro analyst, educator, and trader, Samantha makes her insights available to active traders and investors who want to minimize risk while seizing year-making opportunities. • Craig Shapiro is LaDucTrading’s Macro Advisor, primarily supporting our EDGE members. He acts as an outsourced macro consultant sharing his investment process and market thoughts while engaging with other macro-minded members interpreting the financial markets for the highest conviction trade ideas. Craig is a long/short cross-asset portfolio manager whose investment process combines bottoms-up industry and company fundamental analysis with a top-down macro framework. He has managed capital at some leading hedge funds, including Point 72 Asset Management, Ospraie Management, Graticule Asia Macro Advisors, and Circle Lane Capital. His research process, portfolio construction, and risk management frameworks are designed to generate consistent, absolute, and relative risk-adjusted returns independent of the market environment. • Other services • CHASE ➡️ https://laductrading.com/chase • CLUB ➡️ https://laductrading.com/club • 🏷️ TAGS • #fomc #fed #ratecuts #inflation #stockmarket #macro

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