Bond Market Surfing

The bond market faces conflicting forces: potential Fed rate cuts (positive) vs. inflation and debt risks (negative).
This creates a dynamic environment requiring tactical adjustments, like a surfer navigating waves.
Consider the implications of tariffs, tax policies, and rising deficits, which could push rates higher.
Savers might explore shorter-term bonds and evaluate corporate vs. government options to optimize their portfolios in this complex landscape.
Rates may drift lower, but be prepared for volatility and seek attractive pockets within the bond market.

Transcript

Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.