A rate hike in 2024 is not our base case with a presidential election imminent, but rising pressures, discussed inside, make it increasingly possible the Fed is forced to hike, not cut rates in 2025. Is your portfolio prepared for this tail risk?
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Positioning for More Rate Hikes No Longer…
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A rate hike in 2024 is not our base case with a presidential election imminent, but rising pressures, discussed inside, make it increasingly possible the Fed is forced to hike, not cut rates in 2025. Is your portfolio prepared for this tail risk?