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Surveillance: Levitt on Fed's path forward
Bloomberg Surveillance
How to Link the Equity Market With the Bond Market
Katie Kaminsky, chief research strategist at Alpha Simplex joined us right now. She says people may be underestimating the effect of higher rates on long-term cash flows because they're just so used to things going back to normal. What's happening is you've seen correlations shift in March and you're seeing new themes emerging, but the correlation between stocks and bonds should be go back to inflation, rising rates or even a pause narrative.
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