Video: Macro Minute: NY Fed consumer survey shows inflation expectations back to pre-pandemic levels, mirroring U Mich. More reason why probabilities favor higher stocks post-FOMC

Video: Macro Minute: NY Fed consumer survey shows inflation expectations back to pre-pandemic levels, mirroring U Mich. More reason why probabilities favor higher stocks post-FOMC

VIDEO: We discuss how the soft data shows inflation expectations back to pre-pandemic levels, as seen in both U Mich/NY Fed consumer surveys and even the ISMs’ prices. Also, rising odds of a cut favor small-caps, which have lagged.

Please click below to view our Macro Minute (duration: 03:47).

Video: Macro Minute: NY Fed consumer survey shows inflation expectations back to pre-pandemic levels, mirroring U Mich. More reason why probabilities favor higher stocks post-FOMC

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