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UBS On-Air: Market Moves
Fixed Income Conversation Corner with Scott DiMaggio (AllianceBernstein) and Leslie Falconio (UBS CIO)
Mar 20, 2024
Scott DiMaggio and Leslie Falconio discuss shifts in market sentiment, economic outlook, and interest rate predictions. They explore navigating bond markets, concerns and risks in the fixed income market, and insights on global opportunities for investors.
20:12
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Quick takeaways
- In 2024, the economic outlook predicts inflation near 2.5% and slightly below trend growth, setting the stage for a soft landing scenario favoring fixed income investments.
- Forecasts suggest the Federal Reserve will gradually lower rates with three reductions in 2024 and additional cuts in 2025, highlighting the importance of the rate trajectory for market dynamics.
Deep dives
Scott DiMaggio's Economic Outlook for 2024
Scott DiMaggio discusses the economic outlook for 2024, highlighting a year where both inflation and growth are moving towards Fed targets. He forecasts inflation to end around 2.5% and growth slightly below trend, indicating a soft landing scenario. This environment is seen as favorable for risk assets, particularly fixed income investments.
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Discover
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