Tag: Ashok Varadhan
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Goldman’s Varadhan: Fed Finds Equilibrium, Time to Stay Long Risk Assets
The Federal Reserve has likely finished the heavy lifting of its easing cycle. With the Fed funds rate hovering between 3.5% and 3.75%, the bond market signals that monetary policy has found its equilibrium. That stability offers a clear playbook. Ashok Varadhan, co-head of Global Banking & Markets at Goldman Sachs, suggests staying long risk…