Markets, The Fed, And Crypto
Bloomberg Intelligence
00:00
Is the Fed Going to Have a Hitting Cycle?
i astolly think the fed is more likely to have a hiking cycle rather like the one that we had in 94, 95. Our 100 year bond is down about 50 % as duration does not do well in higher rates. I still think the market under pricing where the fed is actually going to go up. So and then within credit, i think it makes sense to be thinking about cind of up in a quality a, getting access, in high inflation environment, to real assets.
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