9min chapter

Forward Guidance cover image

The Fed's Balance Sheet Plans Are Kryptonite For Risk Assets | Andy Constan

Forward Guidance

CHAPTER

Navigating Economic Transitions

This chapter explores the shift from a 'red hot' economy to moderate growth and its implications for risk assets, particularly stocks and bonds. It discusses the effects of interest rate cuts, earnings expectations, and strategic investment approaches in response to evolving market conditions.

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