TTG Weekly Update 9-27-2024
Jim discusses the Federal Reserve’s balance sheet.
TTG Weekly Update 9-20-2024
Morgan discusses the Federal Reserve decision to cut rates, and potential risks ahead.
TTG Weekly Update 9-13-2024
Morgan discusses expectations surrounding the Federal Reserve meeting, and recent trades across many portfolios.
TTG Weekly Update 9-6-2024
Jim discusses interest rate projections, the possibility of a recession, and how we are positioning portfolios.