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“Soft Landing” Very Unlikely As Global Inflation Crisis Rages On | Darius Dale & Juliette Declercq
Forward Guidance
Asset Allocation: A Safe Haven for Investors
Long duration bonds have had a record sell off alongside stocks. The expectation that the Fed has to take up neutral rates or take an interest rate, you know, to a much higher level than it's taken in recent decades and recent tightening cycles is scaring the bond market here. Darius: I still think it's too early to buy bonds. Once we get closer to what we think is the bottom of the growth cycle, you actually have money to buy stocks and crypto on the cheap.
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