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7min chapter
Potential Rate Cuts on Fed Day and Harris-Trump on the Economy
Bloomberg Surveillance
Monetary Policy Shifts and Market Reactions
This chapter explores the Federal Reserve's transition from a prolonged high-interest stance towards possible rate cuts, analyzing market reactions and inflation influences. It emphasizes the expectations surrounding the bond market and highlights sectors with strong investment potential, like REITs and financials. The discussion also stresses the importance of a long-term investment perspective, given the resilience of the US economy despite recent uncertainties.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode