Surveillance: Forget About Fed Cut, says Sahm
Bloomberg Surveillance
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The Role of Durability in Interest Rate Shocks
The big question for the 60-40 is, what is the role of duration or treasuries when we get interest rate shocks? How do you position your portfolio for those types of regimes? This calls for things like hedged equity strategies. You know, stocks that we kind of didn't really like for the last ten years, pre-pandemic, right when inflation was below 2% are also available in liquid forms.
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