Imminent Rate Cuts? A Busted Hypothesis

“Five Minute Macro” Video Series – October 2023

Over the last year, investors and industry professionals alike have been calling for a recession (and then a soft landing) with the expectation that interest rates would soon return to levels that prevailed in the 2010s.  Yet the opposite has occurred. US treasury yields recently hit 16-year highs. 

 What happens next? 

 In this episode of 5 Minute Macro, host John Teskey is joined by Tyler Mordy, CEO and CIO of Forstrong Global to discuss:

  • Recent market downturns and increased volatility – what is causing it?
  • The impact of structurally higher interest rates and a longer economic cycle
  • Forstrong’s client positioning for the current macro landscape
Share This