Episode 118: The Big Macro Change No One Sees Coming. With Harry Melandri
Description
The Fed cut rates last week, but it hasn't done much to help stocks or bonds. Harry Melandri, senior advisor to MI2 Partners joins Maggie Lake to discuss what is dragging on markets, including the decline in Oracle. Harry sees trouble brewing in private credit which may only be exacerbated by changes coming in banking rules. Harry brings his deep knowledge of central bank operations (he started his career at the Bank of England) and bond markets to break down the possible regulatory changes and the profound impact they may have on how we think about monetary and fiscal policy. Follow MI2 on Substack here: https://mi2partners.substack.com/Join us on Substack: https://themarkethouse.substack.com Connect with us on Twitter: https://x.com/the_markethouseWe know you get this, but gotta say it anyway - this show is for informational purposes only and is not financial advice.
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