05 May 2023
2m

Andrew Sheets: The Prospect of a Pause in Rate Hikes

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Thoughts on the Market

This podcast episode analyzes the impact of the Federal Reserve's recent rate hike pause on the stock and bond markets. While historically a pause in rate hikes has led to positive stock market returns, concerns linger due to the current weaker economic conditions. However, US Treasury bonds have consistently performed well after the last Fed rate hike, making them a preferred investment option amidst these uncertainties.

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