Powell's Job Isn't Done Yet | Cameron Dawson

On today's episode of On the Margin, Cameron Dawson CIO at NewEdge Wealth joins the show for a discussion on the path ahead for the Fed, the outlook for earnings and a potential new regime for markets as certain inflation data begins reaccelerating.

We also take a look at some of America's great recessions and discuss wether or not they provide good comparisons to 2023. To hear all this and more, you'll have to tune in!
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Referenced In The Show:

Disequilibrium How America's Great Inflation Led to the Great Recession: https://books.apple.com/us/book/diseq...

Running Up That Hill: Confronting Earnings Hills: https://www.newedgewealth.com/running...
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Timestamps:

00:00 Introduction
00:43 Hard Landing, Soft Landing Or No Landing?
02:57 The Fed's Job Isn't Over Yet
11:13 The Bond Market Scores A D-
13:36 Blockworks Research
14:26 Looking Back At America's Great Recessions
28:27 How The QE Era Differs From QT Now
32:06 The Median Voter Theorem
36:25 Permissionless 2023
37:10 Running Up That Hill: Confronting Earnings Hills
44:52 The Bull, Bear & Neutral Case For Earnings
52:46 A New Regime For Markets?
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.