Is There Deflationary Risk Ahead with Possible Fed Tapering?
Darius Dale updates his macro framework for markets after Jay Powell announced that the Fed may begin to reduce stimulus this year.
Real Vision: Finance & Investing · Real Vision Podcast Network
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Show Notes
DB-Aug30,2021: Darius Dale, founder and CEO of 42 Macro, updates his macro framework for markets after Jay Powell announced at Jackson Hole that the Fed may begin to reduce stimulus this year and before the August nonfarm payrolls report drops later in the week. With monetary stimulus expected to taper off, Dale also examines if the same should be expected for fiscal policy, and he provides his perspective on Bitcoin and Ethereum as billionaire John Paulson calls crypto a “worthless” bubble.
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