Where in the World to Put Your Dry Powder (with Sam Burns)
Real Vision: Finance & Investing
00:00
The Fed's Overestimation of Fiscal Policy
There's still a good cyclical tailwind. I think the Fed has been overestimated in its effects and the fiscal policy has been underestimated so far this year. And particularly as the composition of the Fed, the FOMC is shifted a little bit lately. It's not quite as hawkish as it used to be.
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