Conversations: Recalibration with Danielle Poli, Julio Herrera, Mark Jacobs, and Todd Molz
The Insight by Oaktree Capital
Intro
This chapter examines the U.S. economy's current landscape, particularly the implications of interest rates for credit investors. It explores factors influencing the Federal Reserve's rate decisions amid economic slowdowns, while highlighting opportunities for investors despite a bifurcated market.
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