In the first installment of what will become a regular feature on The Boock Report, today’s podcast looks at today’s FOMC decision, what got us here (ZIRP) and the rate of change of interest rates versus a fairly soft economy. I also discuss what it means for various asset classes, particularly equity valuations. I also preview the upcoming BOE decisions.
LISTEN:
– FOMC and A Look Ahead
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Peter is the Chief Investment Officer at Bleakley Advisory Group and is a CNBC contributor. Each day The Boock Report provides summaries and commentary on the macro data and news that matter, with analysis of what it all means and how it fits together.