Andrew Goins, CFA, Investment Manager
On this week’s podcast (recorded September 24, 2018), Andrew discusses the probability of future Fed rate hikes and the potential impact of the yield curve.
- The more highly anticipated event will be the release of the Beige Book following this weeks meetings, which covers everything discussed and includes the widely followed dot plot.
- We’ve been dealing with a very flat yield curve for much of this year.
- Everyone is watching closely for the dreaded yield curve inversion, which has been an ominous sign for impending recessions historically.
- While the curve remains flat, but positively sloped, and with the weight of the evidence leaning positive, our portfolios remain overweight to equities.
For Andrew’s full insights, click here to listen to the audio recording.
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