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Investors adjust to a changing reality
Episode 26
Published 2 years, 2 months ago
Description
BlueBay Head of US Fixed Income Andrzej Skiba discusses how investors are dealing with strong macro-economic data and heavy treasury issuance.
- The US economy continues to turn out strong results.
- It remains to be seen if softer data paves the way for rate cuts later in the year.
- The market continues to adjust its view on the timing and extent of rate cuts.