Senior Macroeconomist Steven Friedman shares his post-FOMC thoughts on monetary policy and economics. He also meets with portfolio managers mid-cycle to discuss markets and investment opportunities.
“Historical data illustrates a more stable distribution of bond returns compared to equities. In our view, bonds are quite resilient and with far less risk relative to equities.”
Steven Friedman, Senior Macroeconomist, Head of the Macro and Quantitative Solutions Team
100 and Done?
In this episode of Forward Guidance, Steven Friedman recats to the final FOMC meeting of 2024 and provides his reaction to the Fed decision to cut rates further.