Peter Cardillo: The US Economy Looks Strong, But It’s a Mirage? | Fed Minutes & Economic Breakdown

Описание: Peter Cardillo of Spartan Capital Securities says the US economy may look strong — but it’s actually uneven, held up by wealthy consumers while most households struggle. With Fed minutes showing a divided central bank and December rate-cut bets fading, Cardillo warns that hidden layoffs and missing data could force the Fed to pivot. Plus, his take on AI-led growth, the dollar, yields, and what markets are pricing in vs what’s real.

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Chapters:
0:00 Understanding the Impact of AI on Indian IT
2:11 Analyzing US Economic Indicators and Trade Deficit
4:08 Market Reactions to Federal Reserve Rate Decisions