Category: Federal Reserve
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Elite Misunderstandings
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Outlook for the Economy
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Fireside Chat with Legends
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Rates Will Come Down
Starwood Capital Group CEO Barry Sternlicht discusses his beliefs about the current state of the US economy and the Federal Reserve’s handling of the global shutdown caused by the pandemic. He notes that most asset classes, except for US office space, have seen “stable fundamentals.” He attributes the slowed performance of office spaces to a…
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Investors stopped buying…
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7 to 108 Billion
Howard Marks discusses the upcoming sea change in financial markets and the potential implications for investors. He highlights the shift from declining or ultra-low interest rates to a higher interest rate environment, stating that credit instruments may provide equity-like returns and become more attractive. Marks reflects on his career at Oaktree and the growth of…
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Wall Street Week 9.22.23
If rates remain high, it can lead to a slower liquidation for those who are overleveraged, but stocks and the economy could still fare well in such a scenario. Government spending and borrowing could also impact the rate structure, potentially crowding out borrowers and making it difficult for rates to come down significantly. Finally, the…
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“Well Publicized Trouble”
Kimball Brooker Jr. of First Eagle explains how uncertainty around Chinese economic growth has impacted global equity markets and why the Global Value team is maintaining a cautious outlook as the yield curve remains inverted. https://www.firsteagle.com/insights/september-views-first-eagle-global-value-team-0 https://www.dataroma.com/m/holdings.php?m=FE
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Tom Lee Says Buy in a Risk Off Environment
Tom Lee shares some insights on the potential impact of the Federal Reserve’s decision to stop raising rates. While some believe this could lead to further stock market decline, Lee suggests it may trigger a risk rally and actually cause a stock market rally. He emphasizes that the Fed’s decision does not necessarily mean they…
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This Man Saved the U.S. From Ruin