4.4 • 2.2K Ratings
🗓️ 13 March 2024
⏱️ 14 minutes
🧾️ Download transcript
Markets have been waiting for the Federal Reserve to begin cutting rates for over a year. What data should investors be following for insight into when they will begin? Jim Bianco, President and Macro Strategist at Bianco Research, L.L.C., speaks with Barry Ritholtz about using initial unemployment claims data and wage gain to identify when the Fed will lower rates.
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0:57.3 | at Bloomberg Live.com slash Green Festival. Over the past few years it seems as if markets have been obsessed with Federal Reserve |
1:18.4 | action. First the rate |
1:24.0 | cycle |
1:25.0 | cuts. Investors might find it useful to know |
1:28.0 | when is the Fed gonna start a new cycle of cutting rates. As it turns out there's specific data you should be looking at |
1:36.7 | to know when that cycle might begin. I'm Barry Riddhaltz and on today's edition of At The Money, we're going to discuss how you can tell |
1:45.8 | when the Fed is going to start cutting rates. To help us unpack all of this and |
1:51.0 | what it means for your portfolio, let's bring in Jim Bianco, chief strategist at Bianco. His firm has been |
1:58.7 | providing objective and unconventional research and commentary to portfolio managers |
2:05.0 | since 1990, and it's top rated amongst institutional traders. |
2:10.0 | So, Jim, let's just start with the basics. |
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