IRF Lunch - Where’s My Landing Gone?
Minack Advisors
Dukes Hotel, 35 St. James's Place London SW1A 1NY
Thu 20 Jun 2024 - 12:00 BST
Topics
Explaining the resilience of the US economy in the face of Fed tightening
Rate markets continue to mis-price the neutral rate. It’s higher for longer!
Risk markets get ahead of themselves, pricing a cycle upswing before there’s been a downswing
Next cycle: blessed are the goods-makers, and go long Japan
