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September CPI report 'cements a rate cut,' says Renaissance Macro Research's Dutta
Youtube·2025-10-24 21:05

So, with today's inflation report, can we add rate cuts to the list of bullish market indicators and will that keep this rally going. Well, joining us now is Renaissance Macro Research head of US economics Neil Duta and Evans May wealth managing partner Brooke May. Great to have you both both here.And Brooke, I'm going to kick this conversation off with you because so far earning season has been incredibly strong when you look at these beat rates much much higher than we've seen uh previously and and histor ...