Want to create an interactive transcript for this episode?
Podcast: Macro Mornings 💡
Episode: Market Perspectives – Rising odds of a higher interest rate
Description: 💡 If you wanna have these updates in real time directly to your inbox this is my newsletter - IT'S FREE: https://macrobusinessinsights.substack.com/
How can we justify a 22x S&P 500 Index P/E?
Inflation set to become more digestible
Why the rally in equities looks overdone?
What could equity investors do to limit downside risk?
Rising odds of a higher interest rate