Episode 44: What’s next for the Fed and the high-yield bond market?
The Investment Intelligence podcast by Allianz Global Investors
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Will the Fed Tame Inflation?
There still is a lot of pent up demand for a U.S. consumer to consume a service that you have not been able to consume in about two years, he says. The Fed knows that this will be spent at some point; the question is whether it'll be inflationary or one-time growth. "I would want the Fed to be tightening into this other dynamic that is likely to be unwound," Boulden says.
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