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

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