‘Quarter’s Worth of Headline Shock’ Ahead for Energy Prices
Schwab Network · Schwab Network
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Show Notes
Mace McCain anticipates “a quarter’s worth of headline shock” around the energy crisis. He expects inflation around tariffs to moderate and under Warsh, he thinks the Fed will cut rates at least twice and reduce the size of its balance sheet. He covers potential tailwinds for equity markets, including around the AI sector.
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