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17min chapter
Kathy Jones: The Bull Case For Bonds, And The Need For “Caution” on Private Credit & Leveraged Loans
Forward Guidance
Drivers of a Bull Case on Interest Rates
This chapter discusses the fundamental drivers behind a bull case on interest rates, such as slowing inflation, falling inflation, and the possibility of a recession. The speaker predicts a gradual decline in inflation and expects yields to decrease. They also touch upon the impact of tightening bank lending standards and the challenges for consumers and small businesses in accessing credit.
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