How macro liquidity is systematically moving out the risk curve and buying junk
Understand that you’re examining various aspects of the CPI bucket to predict an increase. From a basic standpoint, do you believe these CPI items are rising due to tariffs?
When do you think the long end rates will begin to impact equities negatively?
Understand that you’re examining various aspects of the CPI bucket to predict an increase. From a basic standpoint, do you believe these CPI items are rising due to tariffs?
When do you think the long end rates will begin to impact equities negatively?