Surveillance: Soft Landings with Carpenter
Bloomberg Surveillance
00:00
Is the Fed's Reaction Function Getting in the Way?
If we're right and the Fed is able to stick with their strategy of not just hiking until they're restricted but staying there for at least the balance of this year, then those higher rates are going to have an effect for some time to come. Russ Kostrick: You have the responsibility to piece it together with portfolio allocation. Seth Carpenter: Don't be so argumentative like Steve Roach was years ago. Just a New Year's resolution.
Play episode from 06:29
Transcript
