Key Highlights
- A discussion about the significant uptick in volatility in the stock market.
- A review of second quarter Mega Cap earning and outlook for stocks going forward.
- A look at the recent disappointing employment report and inflation trends.
- Whether the recent uptick in the unemployment rate foreshadows a recession ahead.
- Is the Fed now behind the curve? Did they wait too long? A discussion of what the next steps might be for the Fed.
- How the Democrat's new presidential and recently announced vice presidential candidates change the course of the election, and what are the economic policy implications?
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