Has the Equity Market Rally Run Its Course? w/ Cem Karsan
Real Vision: Finance & Investing
00:00
The Importance of Risk Off Positioning
The market is pricing in what a cut by July, isn't it? Well, there's always probabilities and I think the market right now is saying that we don't know about July. So if you're thinking ahead, there's probably a really good chance that something happens in September, if not beforehand. The reality is likely to have to force those higher just in terms of issuance. And again, that should have reflexive effects on the market in short order.
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