The Fed vs the Market. Who Will be Proved Right in 2023?
Linda Eedes talks to portfolio manager Rashaad Tayob about the Fed and the market being at odds with one another. The Fed believes it will be able to maintain rates at a high level for a long period of time. The market is seeing rate cuts by the end of the year. Rashaad discusses this gap between the Fed and market expectations.
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Insights
06 Jun 2025
MARKETS IN A NUTSHELL — FOR MAY 2025
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes explores what made May 2025 one of the strongest months for equity markets in the past year and whether the rebound is built on solid ground. She also…
05 Jun 2025
MARKETS IN A NUTSHELL — FOR MAY 2025
May brought a new pontiff to Rome and a fresh breeze to markets after Beijing and Washington stepped back from the tariff cliff. The two countries agreed to steeply cut bilateral tariffs and pause further…