Inflation and Geopolitics
The discussion highlights the evolving landscape of inflation risks and the implications for investors seeking protection across their portfolios. With high deficits and a potential reduction in central bank influence, the market may need to rely more on its own fundamentals. There’s a cautionary note about the risks of overshooting and the challenges fixed income investors may face without the usual support from policymakers.In this clip
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Odd Lots
Pimco CIO Dan Ivascyn on the Biggest Fed Decision in Years
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