Markets Are Wrong on Fed Rate Hikes, Morgan Stanley’s Caron Says
Markets aren’t prepared for how far US central bankers are willing to go to tame the hottest inflation in a generation.
Markets aren’t prepared for how far US central bankers are willing to go to tame the hottest inflation in a generation.
I’ve spent decades studying trust in markets. Here’s what the FTX collapse has in common with Lehman Brothers and Russian nukes.
Billionaire investor Bill Ackman says the Fed is ‘no longer credible’ on a key metric—and change is probably coming.
Hedge fund manager Bill Ackman believes the Federal Reserve’s 2% inflation target is unattainable without severe pain for the U.S. economy.
Billionaire Howard Marks says investors have ‘gone from low-return world of 2009-21 to full-return world,’ it’s a ‘sea change’ from last 40 years.
Stock market is not pricing in the possibility of the Federal Reserve raising interest rates to a "very harmful" level... - Ray Dalio.
Over past year investors and economists repeatedly criticized the Federal Reserve for its aggressive interest rate hikes aimed at lowering inflation.