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Cut Timeline, Red(Stone) Alert, and Retail vs. Real Estate 12/11/23

The Exchange

00:00

Yield Picture and Investing Landscape

The speakers discuss the current yield picture and the impact of interest rates on the investing landscape, touching on factors such as the Fed's easing, inflation, and economic growth. They also analyze the distribution of new capital in the fixed income market and discuss the outlook for risky assets.

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