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Real Rates Are A Problem For Risk

FOMC kept rates unchanged in the September meeting. Real rates are a problem for risk, notes Andrew Brenner. He discusses how he still thinks that the U.S. economy is slowing down. He talks about how treasuries are bear steepening and new records are being set across the curve. He previews the next FOMC meeting which takes place October 31st-November 1st. He forecasts U.S. economic performance into 2024. He then goes over investing in a higher-for-longer rate environment. Tune in to find out more about the stock market today.

Trading 360

21 Sep 2023

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