Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack Farley
Forward Guidance
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The Long Term Investor - A Good Idea, Alf!
Aundie: I would love to ask you tons of questions about your framework, but i know alf has to go. My last tops for dispense is that ultimately i depend afer ifer midium to longtem investor, whicha looking at here, is probably a anallocation towards safer assets. Aundie: Until there is very strong evidence that economic growth, as bottom does in wearing the last inning of this pretty sharp slow down, intem of real economic growth,. At the same time, inflation as also traned down. Two words, the central bank target, which is not all of a sudden four % or three and a half %, is still two
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