Rich Pickings: Outlook 2024 - Four ways forward
Fidelity Answers: The Investment Podcast
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The Impact of Tight Monetary Policy and Loose Fiscal Policy on the US Economy
This chapter discusses the impact of tight monetary policy and loose fiscal policy on the US economy, particularly on bond yields and the performance of different asset classes. The speakers also reflect on the dominance of the US market and the persistent earnings growth of certain stocks. They mention the uncertainty of the upcoming year and how the investment team has developed four possible scenarios and assigned probabilities to each one.
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