Fed Won't Be Cutting Rates in 2023: BlackRock's Petersen

The video discusses the current state of market volatility, highlighting a disconnect between persistent inflation and Fed rate cuts. It explores the dynamics of equity and bond markets, noting their resilience and potential for simultaneous decline. The discussion emphasizes the need for investors to adapt to a new regime of higher market volatility, focusing on relative opportunities in emerging markets and short-term government bonds.

In what ways do emerging market equities differ from developed market equities in terms of earnings trends?

What are the implications of quantitative tightening on government bonds and market pricing?