What’s Next for Yield Curve, Equities, Real Estate & High Yield?

Published 08/01/2023, 03:36 PM

After the Fed’s decision last week, what are the asset classes that are in play for global macro trading? In this episode, we invited Bruce Liegel, a former hedge fund manager and author of Global Macro Playbook, to share his analysis on: 

  • The risk of the interest rate cycle getting dragged out
  • Whether the yield curve will steepen further
  • Policy stance across Fed, PBOC and BOJ
  • How the market is pricing high yield and commercial real estate
  • Why USD is an interesting play for the rest of the year
  • Short-term and long-term outlooks of commodities

 

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