Bloomberg Surveillance: End of the Everything Rally?
Bloomberg Surveillance
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Understanding the Impact of Inflation Adjusted Yield on Asset Inflation
Jim Caron discusses the concept of real yield and its significance in sustaining asset inflation, along with insights on the Fed funds rate, inflation, and policy rates. The chapter delves into the Federal Reserve's monitoring of financial conditions and their tolerance for higher equity prices in a low inflation environment. The speakers also explore the potential impact of rising unemployment rates on company earnings and the need for a shift in investment strategy towards a more neutral position.
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