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Mike Wilson: When Is a “Surprise” Not Surprising?
Thoughts on the Market
English - June 21, 2021 22:52 - 3 minutes - 2.84 MB - ★★★★★ - 1.2K ratingsInvesting Business equities global alternatives strategy markets macro economics fixed income investing Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Special Encore: The Red Hot Capex Cycle
Next Episode: Special Episode: The Fed Is Talking Taper… But When?
Although the Fed’s surprise hawkish turn in its latest policy decision caught markets off-guard, the monetary tightening process may actually have begun months ago.