The Labor Market Is Still Intact
Real Vision: Finance & Investing
00:00
The Commodity Space Is Still the Most Interesting Space to Watch
The commodity space is still the most interesting space to watch also due to this potential reopening of China come March next year. There's going to be an opportunity, in my opinion, in emerging market, local currency bonds paying very generous yields that have central banks that have been as tight or tighter than the Fed. I think it's fair to use a meme on the Federal Reserve pivot because we're waiting and waiting and waiting for that pivot to happen. So let's see whether we get the actual pivot next year at least.
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