Bloomberg Surveillance Market Melt Up Amid Policy Uncertainty
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Oct 16, 2025 David Bailin, CEO of CIO Capital Partners and former Citi Global Wealth CIO, shares insights on wealth management in an evolving economic landscape. He highlights the risks of overconcentration in tech stocks and advocates for diversification into sectors like healthcare and digital assets. Bailin also discusses the importance of increasing fixed income exposure and how AI can streamline wealth management processes. With an emphasis on adapting strategies, he provides valuable advice for navigating the complexities of current market conditions.
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Longer-Term Yields Likely To Fall
- Ian Lyngen sees the path for 10- and 30-year Treasury yields as lower from current levels.
- He expects rate cuts starting in October and a pause in January as the Fed normalizes into 2026.
Fed Balance Sheet Stabilization A Boost
- The Fed is expected to stop shrinking its balance sheet soon, reaching a stable size which is constructive for risk assets.
- A static balance sheet should ease funding needs and support the real economy as rates move lower next year.
Questions Over U.S. Action On Russia
- Dan Tannenbaum warns that public and private forums question when the U.S. will take stronger action to contain Russia.
- He notes words and pending legislation exist, but few tangible new sanctions have been used since President Trump's return.