28/09/2023
“With US inflation having receded by two-thirds from its peak, is the US economy heading for a “soft landing”? Manish Singh, CFA Chief Investment Officer at Crossbridge Capital takes a “hard look” in this month’s MVP…
With the Federal Reserve signalling no further rate hikes, additional risk taking will return and equity markets will respond favourably to this shift over the next quarter. Summary The US Federal Reserve’s rationale for the “higher for longer” narrative, rests on the belief that the US econom...