AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
3min chapter
Michael Howell: "QE Is Coming Back, Big Time"
Forward Guidance
The Fed's Last Hike?
The 210 spread will get less negative and uninvert by a bear steepener, long-term. I don't think the curve is going to move that dramatically in the next 12 months. The outlook from our perspective is much more favored stocks than bonds right now. We continue to believe that last year, the 10-year yield is range-bound.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode