Any decision by the FOMC to pause or reverse its current journey toward higher interest rates could trigger a sharp rally in stocks. The question investors want to know is, when? The answer probably depends on a number of factors, including how the Fed measures inflation and the timing/severity of any recession. Confluence spends a lot of time studying these issues and one conclusion the firm has arrived at is that the Fed may be more dovish than the market realizes. In this episode, Staff Economist Thomas Wash explores that idea and weighs possible outcomes for investors.
What is Confluence Podcasts?
Podcasts from Confluence Investment Management LLC, featuring the periodic Confluence of Ideas series, as well as two bi-weekly series: the Asset Allocation Bi-Weekly and the Bi-Weekly Geopolitical Report (new episodes posted on alternating Mondays).