White House officials found there to be a “strong divergence” between the stock market (^DJI, ^IXIC, ^GSPC) and “animal spirits” — or the sentiments held by investors and businesses, typically attributed to the role emotions play in investing and market trends.
MacroPolicy Perspectives Founder and President Julia Coronado responds to the idea of whether a slowdown in Corporate America is taking place, coming as Delta Air Lines (DAL) even cut its outlook over “macro uncertainty.”
Also catch Julia Coronado weigh in on February's Consumer Price Index (CPI) inflation expectations and the kind of labor market trends that could push the Federal Reserve to cut interest rates.
To watch more expert insights and analysis on the latest market action, check out more Morning Brief here.
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