“Not So Fast!”

To kick off 2022, we have the pleasure of speaking with Nancy Davis, CIO of Quadratic Capital Management, to discuss what is top-of-mind in capital market pricing, namely persistently high inflation and the U.S. Federal Reserve’s response. We discuss the inflationary/deflationary pickle global central banks find themselves contending with and how one can be positioned for both a rising rate environment and a less-than-aggressive central bank response over fears of going overboard on monetary tightening.

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