What does the speaker suggest about the normalization of the economy?
BlackRock's Rieder: The Fed Can Pause Here
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The video discusses the bond market's reaction to yield changes, potential credit contraction due to interest rate hikes, and the impact on different economic sectors. It highlights the NASDAQ's performance and the equity market's dynamics, including the fear of missing out. The discussion also covers market volatility, strategies for building portfolios, and trends in tech companies, emphasizing a flight to quality trade.
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3 mins • 1 pt
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What factors contribute to the current volatility in the equity market as discussed?
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