Macro Sunday – Are central banks asleep at the wheel? Featuring Cathie Wood
In this episode, Andreas Steno and Emil Møller are joined by the renowned Tech investor Cathie Woods of ARK Invest to discuss the rally in duration heavy equity assets through 2023. As the Federal Reserve potentially concludes its hiking trajectory, they explore the pressing question of whether this rally will persist and how it might be influenced by the Fed’s stance. Are central banks truly in control, or is there a risk of them being perceived as “asleep at the wheel”? This conversation with Cathie Wood promises insights into the intricacies of the market dynamics, shedding light on the potential trajectory of US Treasury markets and the anticipated returns in 2024, all that amidst the turbulence from the OPEC meeting.