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Macro Money - July 15, 2025 - Inflation from Tariffs is Here. Will It Sink Markets?

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Manage episode 494661917 series 68544
Content provided by tastylive. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by tastylive or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Stocks jeered and the dollar rose as US CPI data showed inflation from tariffs is here. Will it sink the markets as Fed rate cut bets unravel? tastylive's Head of Global Macro Ilya Spivak breaks down how markets reacted to the first signs of a price shock long feared by the Federal Reserve, and how incoming PPI data might make matters worse.
  continue reading

1630 episodes

Artwork
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Manage episode 494661917 series 68544
Content provided by tastylive. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by tastylive or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Stocks jeered and the dollar rose as US CPI data showed inflation from tariffs is here. Will it sink the markets as Fed rate cut bets unravel? tastylive's Head of Global Macro Ilya Spivak breaks down how markets reacted to the first signs of a price shock long feared by the Federal Reserve, and how incoming PPI data might make matters worse.
  continue reading

1630 episodes

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