Has the Equity Market Rally Run Its Course? w/ Cem Karsan
Real Vision: Finance & Investing
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The Fed's Dual Mandat Price Stability and Maximum Employment
The bond market will force an increase of interest rates right as the equity market will also have to decline somewhat. I do think there is a disconnect now, because liquidity matters in the short term,. But as soon as this reverses, I would expect the bond market to kind of meet the equity market where it is and then the equity market itself to kind of reflexively respond to thatLiquidity needs to be thought through very carefully if we're going to see any sort of Fed action at all.
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