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Markets Recalibrate: Inflation, Expectations, and the New Investment Playbook - 12/15/25
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In this episode of Paramount Wealth Perspectives, Chris Coyle and Chief Investment Officer Scott Tremlett unpack one of the most misunderstood dynamics in today’s market: why Fed rate cuts are not bringing down mortgage rates or long-term yields. They break down the growing disconnect between policy moves and market behavior, and explain why inflation credibility — not Fed action — is driving the long end of the curve.
Chris and Scott explore how markets are digesting the first cut, why investors are recalibrating expectations for growth and earnings, and what a “higher for…
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