/perspectives/media/markets-fight-the-fed

Markets Fight the Fed

Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV on Fed Day to discuss the outlook for rates and the potential for inflation.

March 17, 2021

 

Key Takeaways:

  • The Fed has made clear that it is committed to keeping short-term rates low.
  • The market is concerned the Fed is going to let inflation run out of control.
  • Base effects will cause inflation to go up in the short-term, however data suggest PCE components will turn down.
  • Yields could go negative by 2022, following a more than 30-year trend dating back to the 1980s.
  • If interest rates continue to rise, the stock market could have a setback.

 


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