클리어 하버 애셋 매니지먼트의 최고경영자 애런 케넌은 금리 인하가 위험자산에 순풍이 될 것이라고 말하고 있지만, 최근 주식 수익률이 최고치를 기록하고 있으며, 대부분은 엔비디아를 포함한 가장 큰 기업들로부터 나오고 있다고 말했습니다. 그는 수요일 CPI가 언제 금리가 내려갈지에 대한 중요한 데이터 포인트가 될 것이지만, 9월 FOMC 회의 전에는 4개의 인쇄물이 더 있다고 말했습니다. 그는 블룸버그 브리프에서 다니 버거와 이야기를 나눴습니다.
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Clear Harbor Asset Management CEO Aaron Kennon says lower rates will be a tail-wind for risk assets, but that equity returns have been top-heavy recently, with the bulk coming from the biggest names, including Nvidia. He says CPI on Wednesday will be an important data point for when rates will come down, but that there are four more prints before the FOMC’s meeting in September. He spoke with Dani Burger on Bloomberg Brief.
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