Forward Guidance cover image

Positioning For The New Post-Election Market Regime | Weekly Roundup

Forward Guidance

00:00

Market Dynamics Post-FOMC Meeting

This chapter analyzes the implications of the recent Federal Open Market Committee meeting on market dynamics, including changes in volatility and bond yields. The speakers critique the prevailing biases in market sentiment towards the Fed's monetary policy while emphasizing the disconnect between speculation and fundamental analysis. Additionally, the discussion touches on investment strategies, the influence of narratives, and the evolving landscape of safe-haven assets amid economic fluctuations.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app