In this episode of The Portfolio Fix, Marco Bravo discusses what the Fed Pivot may mean for monetary policy and interest rates and Mike Ashley describes why the health of the consumer should lead to strong results for Retailers this holiday season.
Episode Host: Patrick McGeever - Senior Corporate Analyst
Fed Section: Marco Bravo – Senior Portfolio Manager
Consumer Health Forecast: Michael Ashley - Senior Analyst & Co-Head of Investment Grade Strategy
Sources: The Federal Reserve, The Bureau of Labor Statistics, Mortgage Bankers Association and The Conference Board.
This episode of The Portfolio Fix was recorded on December 9, 2021. Any timely data or views should be considered as of this date unless otherwise specified.
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