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Asset TV has exclusive access to many of the world’s leading investors and enjoys VIP privileges to film on the bustling floor of the New York Stock Exchange, providing an unparalleled opportunity to gauge the pulse of world markets.

Asset TV has exclusive access to many of the world’s leading investors and enjoys VIP privileges to film on the bustling floor of the New York Stock Exchange, providing an unparalleled opportunity to gauge the pulse of world markets.

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Both Markets Can’t Be Right

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PIMCO Multi-Asset Strategies Portfolio Manager, Erin Browne, is saying something’s gotta give when it comes to rates futures and equity valuations. Rates futures are currently pricing in Fed rate cuts starting in the second half of 2023, indicating investors, including Browne, are expecting a recession, and yet equity valuations are still priced for growth. Ultimately, Browne said both markets can’t be right and we’ll be seeing a correction in one soon enough.

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