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The ‘Fed Pivot’ Debate
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The ‘Fed Pivot’ Debate

Powell clearly hinted at ‘neutral policy,’ but was he speaking out of turn? More earnings on tap…
Aug 01, 2022
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Good morning contrarians! It is Monday, August 1. Happy Swiss National Day.

As we start the week there are fresh doubts about this ‘Fed pivot’ that drove much of last week’s rally. If you’ll recall, c…

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The daily podcast discusses the major market activity and economic data release schedule for the day ahead, with a contrarian bent. Also includes regular podcast episodes a day (or more) early and without ads or announcements.
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