Yields have move up sharply since the mid-January trough on the back of strong growth and inflation data, although we feel the market may have gone too far, providing an entry point to get long duration, especially now that positioning has neutralized. Jay and Jason join today to discuss the fundamental and technical picture for US Fixed Income.

Speakers:
Thomas Salopek, Global Cross Asset Strategy
Jay Barry, Co-Head of US Rates Strategy
Jason Hunter, Head of Technical Strategy

This podcast was recorded on 22 February 2024.

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Cross Asset Strategy: ‘Bond backup provides good entry for long duration trades’ with Jay Barry, Co-Head of US Rates Strategy and Jason Hunter, Head of Technical Strategy