DRUNKENOMICS

Apologies for the late publish, but we had to wait for election results before pouring that stiff one this week. Anyways, the red sweep after the election sent stocks soaring coupled with the Fed easing cycle continuing. Certainly a lot to unplack this week, so I'll just let you get to drinking.

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In two weeks time, we'll be through election week followed by the first post-election rate decision by the Federal Reserve. So what all has happened in the last four years and what are some things to expect for the most pivotal week of the year? Grab a drink & find out.

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What an eventful past couple weeks we experienced, huh? Starting with that amazing jobs report that caused the 10-yr yield to soar, suggesting that the Fed might've either been too Hawkish or too premature. Additionally, the Chinese hail mary of a stimulus package created some volatility overseas, but will it prove itself to be sustainable? Lastly, thoughts & prayers to the hurricane victims.

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The Fed rate decision last week was something that certainly caught us all pretty off gaurd. If you remember, we were pretty much in the camp that a 25 basis point cut was going to take place last week. However, a 50bps cut really got us wondering if the economy is as strong or resilient as it seems. Because seriously, does the economy have any serious tailwinds aside from government spending & AI Optimism?

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Merch: drunkenomics.myspreadshop.com

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It's that time of the year again where people are starting to call it the September slump. However, the subject this week primarily revolves around the housing market, more elaborative discussions on some policies, and of course, the fun subject of labor hoarding. We promise to talk more about the September slump when we gather next for a dram of whiskey.

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The Harris/Walz Campaign released their economic policy (among other things); but as a drinking podcast, we tried to focus on just how, if enacted, their economic plan will impact us. Starting with their tax on capital gains to, price caps, and housing subsidies, we're drinking some Vieux Carrè's to this plan. Cheers,

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Patreon: patreon.com/drunkenomics

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Don't you also love seeing another tumultuous week in the markets? Looks like the interest arbitrage opportunity with low Japanese interest rates backfired for only a single day last week. However, cracks in the economy are starting to widen with weaker consumer sentiment, cooling inflation, and a ton of leverage. Also, big event on the political front. Had to warn you about that real quick...

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First off, sorry for putting this one out so late...we had busy work schedules along with some tech issues; which can be severe given that this is a two-man shop. Nonetheless, a lot has happened on the political front that we can't ignore. Hate to talk politics, but the overlap from econ and politics is too apparent to ignore. Beyond that, we had an incredibly volatile market since the last Fed meeting. Has anyone noticed?

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Hard to not discuss politics with the eventful weekend & week we've had. But, it is an election year so it's hard to talk around the elephant in the room. With that, we poured one out to the tragic event that took place over the weekend along with the announcement of Trumps running mate. Granted, the markets seem to care very little about that as Jerome Powell made some tumultuous remarks.

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Merch: drunkenomics.myspreadshop.com

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We try really hard to leave politics out of our cocktails, but with everything going on, we really couldn't help it. Starting with the U.K., a snap election took place shifting the power spectrum on 10 Downing St. towards the left. Additionally, a young, left-leaning party in France also took over much of the voting strength in Parlement français. Then of course, there was the Presidential debate here in the States...what a circus that was.

Find us on Twitter, Instagram, & Facebook @DRUNKENOMICAL

Merch: drunkenomics.myspreadshop.com

Patreon: patreon.com/drunkenomics

Stay Drunkenomical y’all!