Say Goodbye to the March Rate Cut | The Week in Charts | Charlie Bilello | February 4, 2024

Say Goodbye to the March Rate Cut | The Week in Charts | Charlie Bilello | February 4, 2024

The most important charts and themes in markets, including…
00:00 Intro
00:20 A Blowout Jobs Report
02:45 Say Goodbye to the March Rate Cut (FOMC Meeting)
06:54 A Year of Central Bank Easing
08:38 Money Making Machines (Earnings)
14:37 The Iron Rule of Financial Markets (Ark vs. Berkshire)
17:10 No Recession in Luxury Goods (Ferrari)
21:59 Rising Residential vs. Crumbling Commercial
27:34 The India/China Divergence
31:22 Weight Loss Drug Boom (Eli Lilly)
33:19 More Affordable Rents

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February 29, 2024 / investment

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