Stocks To Keep Heading Higher Until Inflation Starts Rising Again | Bloomberg's Simon White
Thoughtful Money with Adam Taggart
Impact of Fed's Balance Sheet and Duration Risk
The chapter explores the impact of the Federal Reserve's balance sheet and duration risk on the economy. It discusses how the large balance sheet has provided protection from recession, but highlights that this protection won't last forever. The chapter also analyzes the potential risks of rising mortgage rates and increasing interest payments for corporates, which could lead to a higher risk of recession in the second half of the year.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
