Feb 06 2024 11 mins 2
In this episode, we discuss the Federal Reserve's potential future rate cuts, the surprising job market data, a soft European economy, and tech giants' AI-driven performance.
The episode is based on yesterday's newsletter which is available on Substack.
A transcript of this podcast, with relevant images and quotes, is available for all subscribers after the show notes below. Our podcast is available on Apple Podcasts, Spotify, Google Podcasts, and Amazon Music.
Show Notes
00:00:00 Introduction
00:00:15 Decoding the Fed's Signals
00:03:18 Soft Signals from Europe's Economy
00:04:21 Natural Gas Inventory Surprises
00:05:06 Tech Earnings and AI
00:07:58 Meta's Dividend Debut
00:09:16 Chips and Games: Industry Trends
00:10:51 Conclusion
This is a public episode. If you’d like to discuss this with other subscribers or get access to bonus episodes, visit thetranscript.substack.com/subscribe
