Chetouane: Economy Stronger Than Market Expects, Watching Fed Moves
Schwab Network · Schwab Network
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Show Notes
Mabrouk Chetouane argues the U.S. economy is stronger than markets think, citing the CPI report from this morning along with recent labor data. However, more data over the next 3-4 months is needed to firmly establish a trend. Mabrouk is watching the Fed’s moves closely, along with winners and losers in the AI sector.
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