The Fed's Move to Raise Their Target for Stocks

I think that it actually has the potential for being one of those things that people look at and yeah, we expected that to happen. We saw this coming, but then it actually has a much bigger impact than we expect on the market. The positive side of it would be, okay, what's the difference between two and two and a half? I would actually tell you, if you look over a very long historical period, there's a sweet spot of CPI between 1% and 3%.

Play episode from 16:46

Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app