Surveillance: Barclays' Rogoff on Fed Cuts
Bloomberg Surveillance
00:00
The Three Legs to an Investment Thesis
We're not in that camp that we're expecting the Fed to turn so quickly. We think that they're more likely to take a pause in terms of the rate hikes. Potentially there's been a lot of quantitative tightening in the market and we're starting to see some of that ease. Katrina, if that's the case, how do you play it through a market that has priced in almost 100 basis points of rate cuts by the beginning of next year?
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