Signal or Noise?

Rate Cuts, Recessions and Risks

Episode Summary

After a year of pressure to cut rates, the Fed seems poised to lower rates by 0.25%-0.50% next week. Peter and Charlie discuss the logic behind this imminent rate cut as well as the likelihood of a recession and the biggest risk for investors. Plus, is rising unemployment from a cycle low a signal or just noise?

Episode Notes

After a year of pressure to cut rates, the Fed seems poised to lower rates by 0.25%-0.50% next week. Peter and Charlie discuss the logic behind this imminent rate cut as well as the likelihood of a recession and the biggest risk for investors. Plus, is rising unemployment from a cycle low a signal or just noise?