Surveillance: Hawkish Fears with Morgan Stanley's Carpenter
Bloomberg Surveillance
00:00
What Do You Want to Own?
The Fed is not done raising rates, which means that the trading environment from 2022 will be coming back and the 6040 portfolio will perform poorly. Bob Dahl: I want to have a little of that 4.5% cash in my portfolio. He says he doesn't mind so much a nearly 4% 10 year treasury yield.
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Transcript
