Investing in Troubled Times
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What's Your Base Case Sinaria for the Fed?
markets are expecting the fed to overdo it, right? Were seeing a fed funds rate peking by the end of this year and then moving down next year. But i think it is becoming increasingly more likely that we do end up seeing the feds slam too hard on the brakes and be forced to retrench. If the rates actually do ind that moving lower, if the fet actually does decide to cut rates, that all the sudden starts to make a little bit more sense from duration perspective," he says.
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