Conversations: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
The Insight by Oaktree Capital
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Factors Driving the Rally and the Fed's Potential Pivot
This chapter discusses the main drivers behind the recent market rally, including the Fed's fight against inflation without causing a recession and the expectation of a 'pivot' in interest rates. The hosts express skepticism about these assumptions and caution that a lack of pivot could impact investor risk appetite.
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