
Top of the Morning: Fixed Income Strategist - Pushing the boundaries
UBS On-Air: Market Moves
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Fixed Income Strategy: Curve, Fed, Sectors, Outlook
Leslie explains the yield-curve steepener thesis and Fed cut expectations, why investment‑grade and agency MBS have outperformed, and the 6–12 month positioning preference (agency MBS, securitized, IG) plus buy‑the‑dip guidance.
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