Impact of a Flat Yield Curve on Portfolio Building and Discussions on Washington Fiscal Actions

Exploring the effects of a flat yield curve on portfolio construction, emphasizing the reduced significance of duration and the absence of penalties for venturing further along the curve. Also, highlighting the current macroeconomic concerns, declining inflation rates, and the potential Federal Reserve intervention, along with a preview of the forthcoming conversation with Roger Altman on the correlation between Washington fiscal actions and Wall Street.

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