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A Fed pivot could be devastating: Since the Fed turned dovis...
A Fed pivot could be devastating:
Since the Fed turned dovish in December, financial conditions have eased dramatically.
We have seen the S&P 500 make new all time highs, IPO activity is up, credit spreads have tightened and M&A is back.
Consumers have benefitted from a rise in asset prices and investors are piling into stocks.
Apollo says this is similar to what we saw in the 1970s when inflation rebounded to well over 10%.
If we are really on track for a "soft landing," why do we need lower rates?
Since the Fed turned dovish in December, financial conditions have eased dramatically.
We have seen the S&P 500 make new all time highs, IPO activity is up, credit spreads have tightened and M&A is back.
Consumers have benefitted from a rise in asset prices and investors are piling into stocks.
Apollo says this is similar to what we saw in the 1970s when inflation rebounded to well over 10%.
If we are really on track for a "soft landing," why do we need lower rates?
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