The Asset Allocator: The Fed’s Next Move


Manage episode 242533338 series 2127936
By Joseph Sancio and Seeking Alpha. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

The lack of clarity as to the Fed’s next step leaves investors flummoxed as to whether they should seek out risk or take a more defensive approach. This podcast (4:49) argues that the Fed doesn’t call all of the shots; it is tangoing with the market, and investors’ requirements for feeling secure about taking risks seem to be rising. Expect another rate cut this year, but don’t assume the Fed can forever maintain an expanding market.

229 episodes