Impact of Interest Rates on Company Valuation and Inflation Insights

Explore the compelling insights from our latest data update, focusing on how interest rates impact company valuations and the interplay with inflation. In this analysis, we delve into key trends observed in 2024, highlighting the Federal Reserve's actions on interest rate cuts and the ensuing effects in both the treasury and corporate bond markets. Understand how shifts in interest rates affect risk-taking, bond pricing, and ultimately influence equity markets. This session sheds light on the assumptions investors make regarding inflation, real growth, and the role of central banks, providing valuable context for equity investors navigating the current landscape.