Original Conversation
Timestamps
What Happened Last Week – 00:10
What’s Happening Next Week – 9:14
Original Portfolio Update
Original Comments
Original Conversation
Timestamps
What Happened Last Week – 00:10
What’s Happening Next Week – 9:14
Original Portfolio Update
Original Comments
3 Responses
Should we expect current conditions (curve steepening and inflation nearly at target) to support a return to more reliable inverse correlations between stocks and bonds? I would also like to ask if you find that Fed Funds coming down should support risk assets due to reinvestment risk. Thank you.
Not necessarily for now. We will probably move sideways until NFP and then see. I think this will be a very frustrating period for next 2 weeks, whatever you do.
In line with what you said in the video. 🙂
Cheers!