Akane Otani
speaker
1,333 appearances
33 recordings
1 series
first heard Aug 2017
last heard Mar 2023
Akane Otani’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
economy looks like in the coming years.
Again, I mean, it's not like investors are expecting disaster.
I think most economists are still projecting the recession might not hit until 2020 or so.
But there is a sense that we've seen weakness, especially in the housing and auto sectors this year.
And there is a recognition that rates are likely to keep rising.
And so those pressures aren't going to go away.
Yeah, that was an interesting comment from him.
And a lot of the analysts we were talking to were widely interpreting that as meaning when it comes to the Fed funds rate, we're not at the point where it's stalling economic growth and we're not at the point where it's stimulating growth either.
So basically, we're far away from neutral.
That means the Fed has a much longer way to move with rates if it wants.
Yeah, and that's especially true given the volatility that we've seen in the last few weeks, where a lot of the winning trades in the first half of the year have started to show signs of cracking.
So you really can't just rest easy with one thing or another.
Thanks for having me.
Yeah, it's this dynamic that we've seen sort of over and over again throughout the nine-year bull market where we have a sell-off, things start looking a little bit scary, and then sooner rather than later, buyers end up coming back into the market.
And investors say, you know, what has supported this dynamic is just the fact that the economic data continues to be quite positive in the U.S., and so there's this sense that
When we see a pullback in the markets, it actually opens up a lot of popular companies that maybe might have looked a little bit too expensive and sort of essentially puts them on sale and attracts buyers back in.
It was, at least on Wednesday.
We did see that sort of dynamic continue from the previous week where bonds were selling off throughout developed markets.
And that was renewing questions among investors about this relationship between stocks and bonds and whether bonds are becoming more attractive than stocks, especially with the current valuations that investors are contending with.
the prospect of getting a 3.25% yield on risk-free investment becomes especially attractive.
Showing 761–780 of 1,333 · page 39 of 67
← Previous
Next →