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Stocks slipped a bit and bond yields continued lower, as investors mull over some key statements from the Federal Reserve.
George Goncalves, head of U.S. macro strategy at MUFG, joins Ash Bennington to explain his Higher for Longer Paradox thesis, why he expects a prolonged period of higher interest rates, and the potential economic implications of such an environment.
Don’t forget to check out the Exponentialist — a new, premium research service from Raoul Pal and David Mattin detailing how exponential technologies are reshaping our world… and what that means for investors: https://www.realvision.com/thefuture
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See You in 2024!
Higher for Not Much Longer?
Up, Up, Up
Living in an Exponential Age
What a Fed Pivot Means for Fixed Income
What’s in Store for 2024?
Is Bond Volatility Here to Stay?
Will the BOJ change course?
An AI Drama in the C-Suite
Finding Value in Commercial Real Estate
Is Goldilocks Just A Fairy Tale?
How Low Can Yields Go?
Did the Fed Just Take a Victory Lap?
Will Powell Be the Grinch Who Stalled the Rally?
Is the Recession Forecast wrong?
AMA with Raoul Pal and Maggie Lake
My Biggest Crypto F*ck Up
Is the Fed Nailing the Soft Landing?
Is Crypto a Bull Signal for Risk Assets?
Is This Crypto's Time to Shine?
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