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6min chapter
Preparing for the Fall
Macro Horizons
Analyzing Higher Rates and Risk Asset Valuations
Exploring the impact of interest rates on risk asset valuations, including the response of the equity market to changes in real rates and inflation-adjusted borrowing costs. Also discussing the August Employment Report, Fed's monetary policy, forecasts for Treasury yields, and additional podcast resources.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode