The Compound and Friends cover image

If You're Not Bullish Now...

The Compound and Friends

00:00

Market Reactions to GDP and Inflation Projections

The chapter analyzes the market's response to changes in GDP and inflation projections, focusing on the Federal Reserve's announcements and the implications for interest rates. It delves into the challenges faced by portfolio managers amidst rising treasury yields and inflation levels. The conversation also explores the anticipation of rate cuts, break-even inflation rates, and the impact of changing yield curves on stock investments.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app