Inflation and Market Outlook Amid a Second Trump Admin
Bloomberg Surveillance
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Navigating the Fixed Income Landscape
This chapter reviews the complexities of the current fixed income market while examining the historical context of credit cycles and the impacts of central bank policies on liquidity and credit risk. It highlights the importance of adaptability in investment strategies amid evolving economic indicators and rate changes, especially as the Federal Reserve navigates interest rates. The discussion culminates in a strategic approach to identifying opportunities within the market, emphasizing the significance of alpha over mere directional bets.
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