Is the Fed behind the curve on inflation?

Mark Holman

Mark Holman

Partner, Portfolio Management

Meet Mark


| Watch | 13 min

After a hawkish turn from the Fed at its June policy meeting, the response in US Treasury markets has confounded market participants and intensified the debate over ‘transitory’ inflation.

In this video, TwentyFour CEO Mark Holman joins Tom Porter to decipher the Fed’s latest messaging, and to remind bond managers that Jerome Powell is not one of them.

Mark Holman

Mark Holman

Partner, Portfolio Management

Meet Mark