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The Soft Landing Will Be Transitory | Bob Elliott & Andy Constan
Forward Guidance
Is That a Good Risk Return Trade?
Bob Greene: I was expecting tightening financial conditions, not making a bet on bonds stocks. But from a risk return perspective, betting at least that 150 hits in the course of the next three meetings seems like a good risk return trade to me. And now here I am pretty much right having been it, you know, been able to invest my cash that I got from selling all those assets at a nice yield. He says he's surprised by how resilient financial assets prices have been relative to the magnitude of what should be a relatively significant tightening based upon the combination of duration issuance and the QT or rise in interest rates. "I think we don't really know how much of that essentially latent
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