Episode 44: Inflation & Interest - More Volatility to Come?
CFA UK
00:00
The Fed Could Pivot on Rate Hikes
For now, there is no fragility. It's a very strong job market. We think that until we see unemployment going at least up to around 5% from 3.5 currently, or some bigger widening in spreads ... the Fed has both the willingness and the ability to move. The term we're looking for is normalization. That's right. Not much of a choice there."
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