Conversations: The Goldilocks Market with Armen Panossian, Danielle Poli, and Wayne Dahl
The Insight by Oaktree Capital
The Three Possible Macro Scenarios
Market participants are divided between those focused on rates and inflation and those focused on GDP. The former view inflation as under control and believe it's a good time to buy. The latter believe that while the economy is growing steadily, there is no need for drastic action by the Fed. Both groups find reasons to support their buy decisions, but few are considering potential downside risks in the market.
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