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2min chapter
Market anxiety, risk repricing and holding cash
Investing Experts
Federal Reserve's Strategy and Market Implications
The chapter discusses the Federal Reserve's strategy and the expectations for rate cuts in September, emphasizing the importance of positive inflation data and the potential market implications if there are no rate cuts. It also explores the impact on bonds, anticipating differing performance between treasuries and high yield/corporate debt.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode