Will Fed Cut Rates In September; Sahm Rule Implies US Recession Coming; Why PIMCO Says Private Credit Unattractive; And Best Performing Asset-Classes in 2024
In this new flash episode of the Complexity Premia podcast, Chris and Deputy CIO Roger Douglas discuss a range of important developments, including whether the Fed will cut rates in September, why the Sahm Rule suggests the US may be heading into recession, why PIMCO says private credit returns are unattractive and 40% of all private credit borrowers may not be able to repay their loans, and which asset-classes have performed best in 2024.
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