Surveillance: Fed Pause with PGIM's Rosner
Bloomberg Surveillance
00:00
Risk Appetite Indicator
I think the bigger concern is really banking systemic stress again. So I would also lean towards kind of GFC type concerns dominating right now. The rates markets are very clearly sending us a very bearish signal. But if you look at risk premium, especially equity risk premium, they're quite low. You want to see some type of asymmetry arising. And I'm not quite sure we're there yet.
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