By
Borsgade
Bridgewater Co-CIO, Karen Karniol-Tambour, and her team assess the trickers needed for the FED to lower interest rate in the US. The buttom line: The Private Sector Response to Easier Conditions Will Be a Key Factor.
As financial conditions ease with the Fed’s pivot toward a more dovish stance, we see the private sector in a strong position to respond to lower rates and easier financial conditions. Balance sheets are unusually unencumbered at this stage of the expansion and are coming out of a sustained period of deleveraging, while wages are still rising at a healthy clip.
This means that Fed easing is likely to be stimulative, which in turn will limit how much easing makes sense given the strong starting point of the economy.
Share the news
The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.
Readers are advised that investing may involve a risk of loss that cannot be determined in advance, and that past performance and price development cannot be used as a reliable indicator of future performance and price development. For further information please contact info@borsgade.dk
In this interview with Jason Zweig, the editor of the 75th anniversary edition of Benjamin Graham’s classic book ‘The Intelligent Investor’, he discusses Graham’s timeless principles for successful investing.
In a recent interview, François Rochon discusses his approach to identifying exceptional businesses by combining quantitative and qualitative analysis. He starts by examining historical performance metrics such as return on capital, profit margins, debt levels, and the quality of earnings to identify strong companies.
In a recent interview, Cliff Asness delves into the complexities and prospects of rational investing, especially during times of significant market inefficiency
In his latest article, Michael Mauboussin presents a collection of their most interesting and controversial charts and insights from their reseach.
