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Jeff Given Breaks Down Rate Expectations, Curve Trades, and Fixed Income Value

Jeff Given Breaks Down Rate Expectations, Curve Trades, and Fixed Income Value

Published 1 month, 3 weeks ago
Description

Jeff Given breaks down the Fed’s hawkish stance and shifting rate expectations, noting economic data could reshape the current outlook. He highlights the intermediate part of the yield curve as offering the best risk-reward and makes the case for fixed income over equities at current valuations. Given also warns against staying too short duration, pointing to more compelling opportunities further out the curve.


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