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Are Risk Assets at Risk? With Michael Kao

Real Vision: Finance & Investing

00:00

The Fed's Expectations for the Labor Market Weekend

I don't have any super contrarian views on what the Fed is going to do at this point. I still expect probably one more hike between now and the end of the year. The kind of omniscience that many pundits ascribe to the yield curve has been completely wrong for the last year, especially in terms of the rate of implied cuts. But yet risk assets don't seem to care until they do. And when they do, it's, you know, it risk happens very, very fast.

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