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3min chapter
Conversations: Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
The Insight by Oaktree Capital
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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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode