Almost All Fed Officials Saw More Rate Hikes in 2023
Bloomberg Businessweek
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The Defensive Positioning of Portfolio Managers
Every time we hear Rafael Bostik speak, it seems like the newest of the right doesn't want to see any more rate hikes because he thinks inflation is coming down. So I think there's really something for everybody in this economy right now, however you want to paint it. But a lot of people in cash adding that 5% yield, they want to get that and that's actually more rewarding on a risk award basis than maybe taking the risk with going into equity.
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