Markets are gearing up for a potential Fed rate cut in September — but easing comes with trade-offs. In this episode of The Economic Effect, John Silvia unpacks what lower short-term rates and expanded credit could mean for economic growth, inflation, and asset valuations.
From equity markets and private credit to crypto and the dollar, investors face both opportunities and challenges. Inflation remains sticky, long-term Treasury yields are resistant, and fiscal stimulus is adding fuel to the fire. The question now is whether faster growth can outweigh the risks of higher prices and rates.
🎧 Tune in for clear insights on the forces shaping today’s economy and practical takeaways for investors navigating this uncertain environment. Subscribe to the weekly newsletter at johnesilvia.com to stay ahead of what’s next.

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