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Podcast: The Julia La Roche Show
Episode: #140 DoubleLine Capital's Jeff Sherman On Fed Policy, The Economy, And Why Rate Cuts Likely Won't Happen Until June Or Later
Description: Jeff Sherman, Deputy CIO of DoubleLine Capital, joins The Julia La Roche Show for episode 140 to break down the first FOMC meeting of 2024 and his outlook for the economy and the markets, inflation, and more.
Takeaways
The FOMC meeting indicated that interest rate cuts may be on the horizon, but the timing and extent of the cuts are uncertain.
Positive real yields in the bond market offer attractive investment opportunities, especially compared to the volatility of the equity market.
The current economic outlook is relatively positive, but there are risks to consider, such...