Surveillance: Higher Equities Base Case with Koesterich
Bloomberg Surveillance
00:00
What's the Chance of the Fed Acting Well?
My base case is that they probably do four 25 basis point ikes, rather than five. I think inflation peaking will give them a chance to pivot off something slightly, slightly as aggressive as they are now. A lot of this, at least in financial asset terms, has been predicated off the fact that we've had very, very negative real yields for quite some time.
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Transcript
