Gehen Sie mit der App Player FM offline!
The Days Of Easy Returns Are Over As Volatility Resumes | Simon White, Bloomberg
Manage episode 416794480 series 3548516
Stubbornly sticky inflation looks to be turning the Federal Reserve's campaign of Higher For Longer interest rates into "Higher For Even Longer"
Today's guest warns that "Markets are unprepared for price growth that is becoming entrenched".
Nor do they appear prepared for bond yields to remain at today's rates, let alone march higher from here.
Remember, it was only a few short months ago that the markets were pricing in 7 rate cuts in 2024. Now it's appearing they'll be lucky to get only 2 or 3.
And who knows?
They may not get any.
Does this mean financial asset prices need to adjust downward in some material way?
And will the economy slow faster than expected from here?
Perhaps the recent weakness we've saw in stocks in April was Wall Street finally awakening to these potential ramifications.
For an analyst's perspective on the matter, we turn to Simon White, Macro Strategist at Bloomberg and co-founder of the investment-advisory firm Variant Perception.
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com
#volatility #bullmarket #interestrates
--- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support130 Episoden
Manage episode 416794480 series 3548516
Stubbornly sticky inflation looks to be turning the Federal Reserve's campaign of Higher For Longer interest rates into "Higher For Even Longer"
Today's guest warns that "Markets are unprepared for price growth that is becoming entrenched".
Nor do they appear prepared for bond yields to remain at today's rates, let alone march higher from here.
Remember, it was only a few short months ago that the markets were pricing in 7 rate cuts in 2024. Now it's appearing they'll be lucky to get only 2 or 3.
And who knows?
They may not get any.
Does this mean financial asset prices need to adjust downward in some material way?
And will the economy slow faster than expected from here?
Perhaps the recent weakness we've saw in stocks in April was Wall Street finally awakening to these potential ramifications.
For an analyst's perspective on the matter, we turn to Simon White, Macro Strategist at Bloomberg and co-founder of the investment-advisory firm Variant Perception.
WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com
#volatility #bullmarket #interestrates
--- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support130 Episoden
Alle Folgen
×Willkommen auf Player FM!
Player FM scannt gerade das Web nach Podcasts mit hoher Qualität, die du genießen kannst. Es ist die beste Podcast-App und funktioniert auf Android, iPhone und im Web. Melde dich an, um Abos geräteübergreifend zu synchronisieren.