Sébastien Page
speaker
82 appearances
1 recordings
1 series
first heard Jan 2023
last heard Jan 2023
Sébastien Page’s voice in public audio — every appearance, attributed to the second.
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Appearances
You know, we're in a strange situation where buying risk assets following a sell-off, which is a wonderful strategy to follow historically.
Thank you, JR.
Thanks for having me.
2022 was a crazy year in capital markets.
You know, if you think about regime shifts, it was a major regime shift.
And what drove the drop in the S&P 500 and the drop in bonds mainly was a rate shock.
The Fed brought rates from near zero to 450 basis points in about nine months.
And that really shook markets.
And that was not expected.
Now, you mentioned stocks were down 19%.
That's pretty bad.
Worst stock market since the global financial crisis.
But for bonds, the aggregate index was down 11%.
That is horrible.
That in 2022 is the worst year for bonds basically in history that we can get.
I think inflation has peaked.
It will be sticky on the way down.
My guess is we end the year at about 4% inflation looking back for 2023.
And there are many factors in here, but going
Goods prices are coming down.
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