“Accident Brewing” | Neil Dutta on Rising Slowdown Risks And Why He Thinks The Fed Will Cut Sooner Rather Than Later

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. Follow Renaissance Macro on Twitter https://x.com/RenMacLLC?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor Follow RenMac website: https://t.co/VJIDWiWMkc Follow Jack Farley on Twitter https://twitter.com/JackFarley96 Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance Follow Blockworks on Twitter https://twitter.com/Blockworks_ __ Timestamps: (00:00) Introduction (00:56) Is There An "Economic Accident" Brewing? (10:26) Why Neil Thinks The Fed Should Cut Before The Election (21:54) VanEck Ad (22:36) Odds Of A Recession (29:33) Is The Nonfarm Payroll (NFP) Data From Establishment Survey Overstating How Rosy U.S. Job Market Is? (48:25) Dutta Prefers Bonds Over Stocks (58:42) The Fiscal Deficit In 2025 And Beyond __ Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.