– Recorded on 19 April 2024 –
Welcome to The Week Ahead! In this episode, Andrew and Antonio discuss the latest geopolitical events in the Middle East, the number and timing of Fed cuts in 2024, where best to position in the curve, and more!
Timestamps:
01:03-01:44 – Latest geopolitical events in the Middle East.
01:45-07:39 – Number and timing of Fed cuts in 2024.
08:14-12:56 – Where best to position in the curve?
13:18-19:00 – Next week’s data (core PCE, Q1 GDP, and more).
19:28-21:31 – How to play a recession in 2024-25?
22:45-24:37 – This week’s notable Macro Hive articles.
Listen to the audio version.