Have rates peaked?
The market seems to be telling us that rates have peaked. Have they?
Unhedged · Financial Times & Pushkin Industries
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Show Notes
Markets have rallied almost 11 percent in November, in part on expectations that the Fed is done raising rates. Today on the show, we look at the Fed’s likely pause and how investors are responding. Also we go long Goldman Sachs CEO David Solomon as a DJ. And we make a daring neutral call on the future.
Links:
Can David Solomon DJ? An investigation
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