Recession Roulette
The telltale signs of the U.S. sliding into a recession have ripped through global markets, with bond yields vacillating amid a broad repricing of frothy stock valuations. Listen to TCW's fixed income experts as they discuss the Federal Reserve's option to call an emergency meeting, aggressive policy measures to halt market hemorrhaging, and whether we're facing a new global financial crisis.
01:00 Putting the current market environment into perspective
02:00 Underlying weaknesses in the market over time
02:51 The unwind of the carry trade and the higher for longer narrative
04:31 More volatility to come
05:33 Volatility impacts on the market
06:45 Outlook for the Fed and the path ahead
09:00 Implications of U.S. elections
11:44 Overall outlook and where we’re heading
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