Bloomberg Surveillance TV: September 10, 2024
Bloomberg Surveillance
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Navigating Market Dynamics and Strategy Adjustments
This chapter examines the current Fed funds rate and its impact on inflation and market strategies, focusing on the challenges to the disinflationary trend. It evaluates the traditional 60-40 investment strategy, analyzing the recent performance of stocks and bonds and suggesting adjustments, including a look at emerging markets. Moreover, the chapter discusses the significance of active management in European markets and the potential ramifications of a shift in dollar positions on global currencies.
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