Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack Farley
Forward Guidance
00:00
Volatility Rates - What Are the Effects?
Volatility came down pretty aggressively, and together with thevele valuation expansion, that effectively led to some ability from these bolt argetic funds to releverage and to buy. And interestingly, you had the place where people were undera located the most actually rally the most, too. So there was the second leg of the of the equity reprising, or the risk asetrally tice fo that o so et. But then also why, to some degree, why were short so isi? Was it the double wamy, short term real raids, sorry, nominal rates falling because the thefed is going to pivot, and werae will be happy?"
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