The Compound and Friends cover image

If You're Not Bullish Now...

The Compound and Friends

CHAPTER

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.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner