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Fed Day: Staying the Course…for Now

Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV on Fed Day to discuss the FOMC announcement and how the Covid-19 delta variant could impact markets.

July 28, 2021

 

 

Key Takeaways:

  • The Fed’s largely unchanged announcement didn’t meaningfully change market perceptions.
  • A potential Covid spike could pressure the Fed to be cautious over the next few months.
  • We can expect Treasury rates to drop lower as markets look to put money in a safe haven.
  • Supply constraints will become less of a concern as the year goes on.

 


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