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UBS On-Air: Market Moves
CIO Fixed Income Roundtable Podcast - July update
Jul 22, 2024
Senior Fixed Income Strategists analyze fixed income sub-sectors, discuss Fed rate cuts' impact on high yield sector, preferred stock performance outlook, corporate bond market trends, and market outlook with emphasis on long-duration high-quality bonds amidst economic concerns.
29:04
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Quick takeaways
- Anticipation of lower growth and inflation in the second half of the year due to rising unemployment rates and contractionary indicators.
- Expectations for mild returns in the second half with continued volatility influenced by potential Fed rate cuts and ongoing technical support.
Deep dives
Economic Cycle Overview and Expectations
The podcast discusses the current state of the economic cycle, emphasizing the recent changes in growth and inflation trends. They highlight the impact of increased demand in sectors like housing and autos, despite concerns related to interest rate sensitivity. Anticipation of lower growth and inflation in the second half of the year is mentioned, along with challenges such as rising unemployment rates and contractionary indicators.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode