Presented by
Philip Lawlor, Managing Director, Market Research at Wilshire
Has the new Goldilocks narrative created a 'too soon' conundrum for the Fed?
About this talk
Join Philip Lawlor, Managing Director, Market Research at Wilshire for a 30-minute webinar that examines key market navigation drivers and discussion points facing investment decision-makers today.
Topics this month:
Risk appetite has been buoyed by the Goldilocks narrative of a soft landing, dovish Federal Reserve pivot and easing financial conditions – has this generated a ‘too soon’ conundrum for the Fed?
Is there an underestimation of the 'higher for longer' tail risk?
Valuation shifts remain the key driver of market returns – are current valuation levels and the recent PE expansion consistent with longer term inflation expectations?
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