Oddbean

U.S. economy is 'amazingly strong,' David Roche says ========== David Roche, president of Quantum Strategy, states the U.S. economy is 'amazingly strong' during an interview on August 27, 2024; John Bilton from JPMorgan Asset Management indicates the Federal Reserve is likely to initiate rate cuts; a strategist warns that a Fed rate cut followed by a pause could stress the equity market; TS Lombard economist suggests Fed policy may be lagging; Fed's Powell is expected to caution against aggressive rate cuts; market rotation is anticipated as U.S. economic growth slows; Ed Yardeni claims the labor market has returned to normal; Goldman’s Robert Kaplan believes the Fed has room for significant rate cuts in the coming years; Bryn Talkington from Requisite states unemployment data will indicate if the Fed is cutting rates too late. #UsEconomy #FederalReserve #InterestRates #DavidRoche #Jpmorgan #MarketAnalysis #EconomicGrowth #LaborMarket #RateCuts #FinancialNews https://www.cnbc.com/video/2024/08/27/us-economy-is-amazingly-strong-david-roche-says.html