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