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.
On episode 135 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Liz Young of SoFi to discuss: the Fed, Nvidia's new chip and where the stock goes from here, what could change the bullish market environment, the mixtape generation, and much more!
This episode is brought to you by TBIL and the US Benchmark Series. To learn more, visit: https://www.ustreasuryetf.com/
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