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Private Markets To Implode As Fed Hikes to 7% | Bilal Hafeez
Forward Guidance
What's Your View on Long Term Bonds?
I like to split bond markets into the short end. Two year bonds really capture, for example, what the Fed will do in the next few years. I think there's scope for the Fed not to cut rates next year or for the Fed to end up going above 5%, which is what the market is pricing. But my bias is more, I probably have a higher level of conviction on the front end of the curve than the long end,. My bias would be that the front ends, the yields are priced too low.
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