Looking Ahead to a New World of Rising Rates

The transcript discusses the transition in financial markets from recent years of financial repression to a new era, highlighting the role of the Federal Reserve and its dual mandate of managing unemployment and inflation. It explores the impact of global disinflation, the rally of the dollar, and commodity price declines on US inflation. The discussion also covers central banks' influence on market distortions and the potential volatility as the Fed withdraws liquidity. Finally, it examines the equity markets' response to rising rates and the opportunities in fixed income and equity markets.

What does Christine Lagarde's concept of 'the new mediocre' imply for future economic growth?

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How do rising interest rates affect equity markets according to the discussion?

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What opportunities exist in the fixed income market as per the insights shared?

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