Jean Boivin, BlackRock Investment Institute Head, says we’re seeing a complete disconnect between the macro outlook and the movement in yields. Dean Curnutt, Macro Risk Advisors Founder & CEO, says “inflation is transitory” is like the “sub-prime is contained” of 2021. Gilles Moec, AXA IM Chief Economist, says the Fed has tried to tone down the importance of Jackson Hole. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, says the convenience that consumers have is greater than ever.
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