Surveillance: Yellen on China & Recession Risk
Bloomberg Surveillance
00:00
The Fed's Soft Landing or Hard Landing?
The Fed has a forecast of 3.9% for core PCE by the end of the year, but we think they're going to get there and go even further. We can disagree about if it's going to be a hard landing or a soft landing,. But what we can agree upon is getting an allocation to core fixed income at this time is the appropriate positioning"
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