Fed Giving 'Fragile' Markets Zero to Work With

Market is misreading the macro picture - with higher yields being priced in. Nicolò Bocchin of Azimut thinks that investors are not pricing in a return a more normal market, with lower growth and lower tariffs. Bocchin says once energy prices and tariff concerns are resolved, we will likely be in a deflationary environment. He thinks Fed Chair Kevin Warsh should address the liquidity in the market and that keeping rates steady was the correct move. In the credit market, Bocchin sees opportunities in the short and long end of the curve.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about