Bloomberg Surveillance: Holiday Equity Markets
Bloomberg Surveillance
Market Expectations for Rate Cuts Overstated
They discuss the market's expectations for future interest rate cuts and their impact on the equity markets. They believe that the central bank will keep rates on hold despite market expectations of 100 basis points of rate cuts by the end of next year. They also analyze the correlation between the Fed's interest rate decisions and the equity markets, emphasizing the importance of long-term real rates for equities.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
