cover of episode Have rates peaked?

Have rates peaked?

2023/11/28
logo of podcast Unhedged

Unhedged

Frequently requested episodes will be transcribed first

Shownotes Transcript

Markets have rallied almost 11 percent in November, in part on expectations that the Fed is done raising rates. Today on the show, we look at the Fed’s likely pause and how investors are responding. Also we go long Goldman Sachs CEO David Solomon as a DJ. And we make a daring neutral call on the future. 

Links:

Can David Solomon DJ? An investigation)

For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer)

Follow Ethan Wu (@ethanywu)) and Katie Martin (@katie_martin_fx)) on X. You can email Ethan at [email protected]).

Read a transcript of this episode on FT.com) Hosted on Acast. See acast.com/privacy) for more information.