Markets Priced In Too Many Rate Cuts, Is A Crash Next? | Emma Muhleman
Emma Muhleman, global macro strategist and portfolio manager at Ascend Investment, discusses the impact that Fed rate cuts will have on equities.
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*This video was recorded on February 5, 2024
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0:00 - Intro
2:00 - Monetary policy
4:00 - Stock market reaction to Fed
5:33 - Tech stocks
8:35 - Inflation
11:00 - Geopolitical risks
13:30 - Interest rates
15:35 - Main investment themes for 2024
21:00 - Bank of Japan
25:00 - Asset allocation
30:34 - AI
#stocks #investing #economy