Insights on September market action, Fed controversies, opportunities in fixed income, and whether we’re headed for stagflation or "spendflation."
With the economic recovery steady and inflation continuing to be elevated, Fed officials are still on track to raise interest rates in 2023, with tapering predicted by year’s end.
The broken semiconductor supply chain, the dominance of Taiwanese chip manufacturing, challenges facing the U.S. automotive industry, and plans for more U.S. manufacturing. Guest: Shalini Viswanathan, senior credit research analyst for Pacific Asset Management who covers technology.
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