Markets Should Not Price in Rate Cuts Next Year: Xu

Mandy Zhu discusses the current state of the market, focusing on the Federal Reserve's meeting and its impact on interest rates and market expectations. She highlights the divergence between market pricing and future rate cuts, emphasizing the elevated volatility at the single stock level compared to the index level. Zhu also explores the reliability of the VIX as a market indicator and the strategies employed by hedge funds in the current economic environment. The discussion concludes with insights into cross-asset strategies and inflation expectations, suggesting further challenges for equities.

What is the significance of the VIX level mentioned in the discussion?

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How are investors currently positioning themselves in the market according to Mandy Zhu?

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What does Mandy Zhu indicate about the relationship between inflation expectations and equity performance?

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