Forward Guidance
Higher Bond Yields To Wreak Havoc In 2025 | Jonny Matthews
Jan 8, 2025
Jonny Matthews, a renowned portfolio manager with experience at Brevin Howard and Citigroup, shares his expertise on the economic landscape. He discusses the implications of Fed policy on rising bond yields and the resilience of the U.S. labor market. Matthews sheds light on the potential consequences of the Trump Administration's market strategies and offers insights into investment tactics for uncertain times, focusing on the intricate relationship between productivity, inflation, and economic growth.
59:49
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Quick takeaways
- The Federal Reserve's hawkish shift indicates a potential for sustained high interest rates, fundamentally altering investment strategies across markets.
- Despite inflation challenges, the U.S. economy shows resilience and a balanced job market, fostering optimistic growth forecasts around 3% for the next two years.
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