In this Week in Review video, Chief Investment Strategist Fritz Folts and CEO/CIO Steve Cucchiaro
discuss the potential implications of the change at the Federal Reserve. They review:
How Kevin Warsh’s approach to communication and forward guidance may differ from Jay Powell’s;
Why the Fed’s stance on inflation, interest rates, and its balance sheet could affect stocks, bonds,
and liquidity conditions; How investors can think about portfolio resilience if monetary policy becomes less predictable.
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Originally posted on June 27
