The rally stalls…The Outlook for Credit…Stagflation ahead? 5/6/25
Oaktree’s, Howard Marks, on the future of this rally and why nothing can happen without a final decision on tariffs. Plus, Kate Koch of TWC on the outlook for credit. And, the latest from CNBC’s Fed Survey on what they expect from the Fed meeting tomorrow.
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Show Notes
Oaktree’s, Howard Marks, on the future of this rally and why nothing can happen without a final decision on tariffs. Plus, Kate Koch of TWC on the outlook for credit. And, the latest from CNBC’s Fed Survey on what they expect from the Fed meeting tomorrow.
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