Fed rate hike cycle
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Economy is healthy and that is transcending AI spend, says Janus Henderson's Michael Contopoulos
Youtube· 2026-09-29 07:57
Uh for more on the rate rise, let's bring in Michael Kopoulos, head of multi-asset macro investing at Janice Henderson Investors. U Michael, always great to get your take. Um so what should we make of of this increase in rates in a in a relatively short amount of time.Should we be alarmed and should we think that that perhaps um you know the stock market or that the economy that weaknesses in the economy are being papered over by strength and AI. Um, you know, I think the the strength is likely greater than ...