Financial market overview
What’s Next for Yield Curve, Equities, Real Estate & High Yield?
2023.08.01 16:45
After the Fed’s decision last week, what are the asset classes that are in play for global macro trading? In this episode, we invited Bruce Liegel, a former hedge fund manager and author of Global Macro Playbook, to share his analysis on:
- The risk of the interest rate cycle getting dragged out
- Whether the yield curve will steepen further
- Policy stance across Fed, PBOC and BOJ
- How the market is pricing high yield and commercial real estate
- Why USD is an interesting play for the rest of the year
- Short-term and long-term outlooks of commodities
