Anastasia Amoroso, Chief Investment Strategist for iCapital, rejoins the show to help decode the Fed's latest decision on interest rates and the curious language in its statement. Plus, what she is looking for inside bank balance sheets to determine just how healthy, or sick they actually are. And, despite the swirling fears around the banking sector, some of the riskiest assets are the best performers in the first quarter. Will that continue?
Links for show notes:
www.federalreserve.gov/monetarypolicy/files/fomcprojtabl20230322.pdf
https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html
www.insiderinsights.com/newsletter/
https://www.investopedia.com/what-to-expect-for-the-markets-next-week-4584772
https://icapital.com/about-us/anastasia-amoroso/
https://www.investopedia.com/terms/c/credit-cycle.asp