The economy is fine…I think the die is cast for the Fed to be cutting relatively soon. We are on a glide path to 2% inflation.

January 26, 2024

“The idea that the Fed’s just going to deliver two 25bp cuts I think is a problem” says Neil Dutta as investors look for clues on the Fed’s next cut – October 1, 2024 on Bloomberg TV

China stocks getting another boost today. Here’s why Jeff deGraaf says the charts are pointing to more bullish momentum ahead- September 27, 2024 on CNBC

Neil Dutta discusses what he calls “wildly optimistic takes” on the US economy and why he sees the risk of an accident by the Federal Reserve – September 9, 2024 on Bloomberg TV

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