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March 4, 2024

Macro Matters Podcast – Yield Curve, Fed Expectations, Crypto, Earnings and Factors!

Tony Zhang PhD, Rich Excell

Tony Zhang PhD, CFA and Rich Excell CFA, CMT follow up their conversation from two weeks ago. They discuss the continuing changes to market expectations for the FOMC, what this means for the yield curve, the risk appetite present in stocks, crypto and credit, and the fundamental drivers of earnings and factors. It is an action-packed episode you do NOT want to miss.