Top of the Morning: Fixed Income Strategist - Looking for high yield
UBS On-Air: Market Moves
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Rate outlook, Fed meeting, and uncertainty in the market
The chapter discusses the projection of supply in 2024, expectations for a trillion in coupon supply, and the uncertainty around rate hikes in November or December. It also explores the impact of rate hikes on consumers and the market's anticipation for a long-term pause, along with factors contributing to inflation and the need for strong data to support a slowdown.
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