#140 DoubleLine Capital's Jeff Sherman On Fed Policy, The Economy, And Why Rate Cuts Likely Won't Happen Until June Or Later
The Julia La Roche Show
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Higher Interest Rates and the Impact on the Economy
This chapter analyzes the potential impact of higher interest rates on the economy, particularly on small businesses. It highlights concerns about delinquency rates in auto loans, student loans, and credit cards, and explores whether this will affect higher earners. The chapter also discusses tightening spreads, cash holdings, and the calculation of yield relative to risk perception.
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