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BLOOMBERG Bloomberg Markets Balance Of Power July 13, 2024

Continue moving toward more accommodative policy. As Richard Clara suggested, there is no evidence of an overheating labor market and that gives the fed the option to cut. Have seen some slowing in the economy. You are projecting slowing in the growth in the last quarter. We talked to larry kudlow. He said it is going to get better. This is what he said. I think the economy is in a turning zone and i think we have had a soft two quarters, but i think now we will be moving into a much Stronger Economic story. David that is happy to hear. Is there every is there any evidence of that . Carl i think we are turning, but i think we may be looking for a tougher slog over the next couple of quarters. We have been conditioned to two plus percent gdp growth. What we will see in q3 and q4 is a lot of engines of Economic Growth s ....

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