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3min chapter
The 30,000 Foot View from our Research Conferences
Street Signals
Analysis of Current Monetary Conditions and Investor Behavior
This chapter explores the impact of falling inflation and rising real interest rates on investor behavior. It discusses the shift towards defensive sectors and the opportunity in fixed income markets as benchmark treasury yields exceed equity yields for the first time in 20 years.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode