“I still think the Fed’s cutting rates this year, I think they will probably start in July instead of June.” RenMac Head of Economics Neil Dutta – April 10, 2024

I am not bearish on Nvidia, says Jeff deGraaf
Neil Dutta explains how the US labor market has achieved rebalancing and makes the case for weaker inflation going forward.
“I put more weight on actual data–not what 300 people think about the world.” says Neil Dutta
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