The Fed: In a Monetary and Macro Bind?
Real Vision: Finance & Investing
00:00
The Sectoral Rotation in US Equity Markets
Powell is giving himself plenty of wiggle room, I think in both directions. But at the end of the day, investors need to decide for themselves. Is the Fed going to be more hawkish or more dervish here? We're already seeing a lot of those effects where these different companies are beginning to have already begun protecting themselves from interest rate risk. It almost sounded like what you were talking about was a sectoral rotation in US equities.
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