bullish

Extended Fed Policy Pause Puts Focus on US Equity-Bond Valuation Imbalance

277 Views12 Nov 2023 16:42
Fed policy will be on hold for an extended period as disinflationary forces rise. Private sector imbalances are not large. Equities remain richly valued versus bonds despite higher US Treasury yields.
SUMMARY
(Sign Up to Access)
Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 6-minute read)
Discussions
(Paid Plans Only)
x