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Making Sense of Market Volatility 

Scott Minerd, Chairman of Investments and Global CIO, discusses on CNBC the policy decisions driving disorderly markets.

August 07, 2019

 

Key takeaways:

  • The 10-year Treasury note could sink to 1.4 percent before the market corrects, but for now expect rates to back up.
  • Economic data suggest a rate hike is in order, but the Federal Reserve is more concerned that the United States is heading into a recession—and will do anything to prevent it.
  • Monetary policy is not enough to keep the U.S. economy out of recession. Rational immigration policies are needed to offset slowing growth of the U.S. workforce.


Read the CIO Outlook: The Fed's Sugar High

 


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