Episode notes
Slowing Economic Growth and Falling Inflation ("Quad 4" Environment)
Surging Federal Layoffs: Stalled Government Spending Growth: Sharp Pullback in Immigration: Tepid Consumer Activity:
Federal Reserve Policy Shift: Slowing Balance Sheet Reduction
Treasury's Debt Refinancing Challenge and the Role of Yields
Market Reaction and Potential for Falling Yields and Rising Bond Prices
Market Volatility and the VIX
Impact of Tariffs on Inflation
Data-Driven Risk Management
Keywords
congress
economics
politics