UBS Chief Strategist Bhanu Baweja discusses why markets have consistently mispriced the timing of Federal Reserve cuts. He argues markets have “under-estimated” the role of fiscal stimulus and immigration in driving US growth. Baweja spoke with Guy Johnson, Tom Mackenzie and Lizzy Burden on ‘Bloomberg Markets: Today’. This interview occurred on Monday, May 13. (Source: Bloomberg)
Fed more mispriced than the ECB, UBS' Baweja says
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