Excess Returns  cover image

Inflation, Valuations and the Benefits of Dividend Growth with Simeon Hyman

Excess Returns

00:00

Federal Reserve's Response to Inflation Rates

The chapter discusses the Federal Reserve's measured approach towards rate cuts in response to inflation rates, addressing the impact of market forces and historical context. It delves into the relevance of analyzing Fed actions, inflation, bond deals, break evens, and an inverted yield curve, while downplaying recession concerns and linking them to post-pandemic supply chain disruptions.

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