EPISODE · Dec 10, 2021 · 8 MIN
Asset Allocation Weekly - The Omicron Problem (12/10/2021)
from Confluence Podcasts · host Confluence Investment Management
The emergence of the COVID-19 variant, Omicron, appears to have changed inflation expectations at the Fed and gave financial markets quite a jolt as well when the news came out. Confluence Chief Market Strategist Bill O'Grady discusses what may be the reasoning behind Chair Powell's change of heart and the possible impact on investors.
What this episode covers
The emergence of the COVID-19 variant, Omicron, appears to have changed inflation expectations at the Fed and gave financial markets quite a jolt as well when the news came out. Confluence Chief Market Strategist Bill O'Grady discusses what may be the reasoning behind Chair Powell's change of heart and the possible impact on investors.
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Asset Allocation Weekly - The Omicron Problem (12/10/2021)
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