Video News/In Focus with Jeremy Szafron

Fed warning: Rate cuts are a "trap" that could "wreck real havoc" | Stephanie Pomboy

Is the Fed's dovish pivot a trap? Stephanie Pomboy sits down with Jeremy Szafron to break down Jerome Powell's landmark Jackson Hole speech, why the market's celebration is disconnected from reality, and how a "corporate debt bomb" threatens to derail the economy. The interview digs into Powell's "irrelevant" framework, the data showing the consumer has been in "recession since COVID," the truth behind the jobs numbers, and how to position across gold, energy, and equities in an era of fiscal dominance. Stephanie also flags one under-the-radar indicator that no one can fudge: corporate tax receipts.

Guests: Stephanie Pomboy
Source: Kitco News
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