Casualties of Tightening (The Historic Rise in Global Central Bank Policy Rates): The MUFG Global Markets Podcast

In today’s episode, Hailey Orr, MUFG Capital Markets Strategist, discusses her team’s most recent publication: Casualties of Tightening (The Historic Rise in Global Central Bank Policy Rates). Hailey speaks to the idea of “synchronicity”, where she takes us through the remarkable YTD sell-off of nearly every risk asset on the planet. She also goes over how the current global policy tightening cycle differs from past cycles and which areas in the market are bearing the brunt, and expectations for the Fed tightening cycle going forward.

Disclaimer: www.mufgresearch.com (PDF)