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Pricing In Cuts

The Compound and Friends

CHAPTER

The Impact of Interest Rates, Bonds, and Prospects for Regional Banks

This chapter explores how higher interest rates affect stocks and the role of bonds in driving market behavior. It discusses the relationship between falling yields, monetary policy, and roll risk for businesses, as well as the prospects for regional banks and the importance of evaluating loan books and net interest margins. The chapter also highlights the broadening rally in the market and the potential benefits of market-based easing.

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