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Renewed downtrend in inflation may open the door to future rate cuts
Episode 43
Published 1 year, 10 months ago
Description
BlueBay Head of US Fixed Income Andrzej Skiba discusses why slowing inflation may lead the way to rate cuts later this year and into 2025.
- Current projections are for one rate cut expected this year and four in 2025.
- Before rate cuts commence, incoming data needs to further validate recent easing of inflationary pressures.
- Looking at the fixed income universe, we continue to like the front-end of the Treasury curve.