Surveillance: Market Pricing with Donald
Bloomberg Surveillance
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Invesco's Year in Review: Are Rate Cuts Bullish or Positive?
Alessia, John and Francis: Do you think that rate cuts in this framework are going to be bullish or positive for risk assets? Alessia: We can tilt back towards the employment side of our mandate because let's remember the Fed does have a dual mandate. The tensions in the credit markets have increased from a cyclical perspective. Why their credit spreads, more restrictive lending standards and lower credit growth are necessary conditions to bring inflation down.
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