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In this episode of Macro-To-Micro Power Hour from 05/15/24, Samantha LaDuc and Craig Shapiro discuss the current economic landscape and its impact on market dynamics. Samantha focuses on market direction, sector rotation, and stock picking, while Craig delves into macroeconomic data and modeling. They address the implications of recent CPI and PPI data, Federal Reserve policies, and the influence of financial conditions on risk assets.Video Length: 01:06:33More By This Author:Yield YoYo And CPI Drama
May Day! May Day! Market Overboard
Treasury’s Tightrope: Inflationary Liquidity
