A Recession Isn't a Foregone Conclusion: BNY's Jolly

The video discusses the influence of macroeconomic factors on market valuations, highlighting the role of the Fed's interest rate cycle and inflation expectations. It examines the micro market dynamics and the underwhelming earnings season, suggesting a cautious approach to asset allocation. The discussion concludes with a comparison of bonds and equities, emphasizing bonds as a more attractive investment option in the current market environment.

In what ways does the speaker suggest preparing for potential market turbulence?

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What is the speaker's opinion on the attractiveness of bonds compared to equities?

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