{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Moving Markets","title":"Fed Funds Rate exceeds inflation for the first time in a long time","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/8fb54023\"></iframe>","width":"100%","height":180,"duration":782,"description":"US equities rose, bond yields fell, gold advanced, and the US dollar dropped after US inflation data showed that core inflation fell to 4.8%. The lower inflation means that the real (inflation-adjusted) Fed Funds rate has turned positive for the first time in this economic cycle. Norbert Rücker, Head of Macro & Next Generation Research, talks about the clean energy investment theme, noting that it has become a victim of its own success. Nicolas Jordan, CIO Strategy & Investment Analysis, discusses the strong performance of the Magnificent 7 this year, highlighting that the rise of technology stocks is creating a positive performance backdrop for the broader equity market.00:14 Introduction by Bernadette Anderko (Investment Writing)00:33 Markets wrap-up by Mike Rauber (Investment Writing)05:37 Clean Energy downgraded to Neutral by Norbert Rücker (Head of Macro & Next Generation Research)08:52 Update from the CIO Office by Nicolas Jordan (CIO Strategy & Investment Analysis)11:54 Closing remarks by Bernadette Anderko (Investment Writing)Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or your favourite podcast player. ","thumbnail_url":"https://img.transistorcdn.com/x0UP3-Td3IMevJiPxMhLmOC6l5QuBuaua1OFHqOocgE/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8xNjUy/MmQxYWUyZDEwNTA1/OTJhNzY2OWUxMTU2/OGM4ZS5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}