/institutional/perspectives/media/positioning-for-the-fed-pivot-(1)

Positioning for the Fed Pivot

Steve Brown shares insights on Fed policy and our house view on the possible pace and size of rate cuts going forward.

December 13, 2023

 

 

Key Takeaways:

  • The Fed is now decidedly dovish in its policy outlook
  • Easing could begin well before 2 percent inflation
  • Fed policy flexibility is a good sign for markets
  • We expect 150–175 basis points of cuts in 2024
  • Sourcing attractive yields in challenging markets

 


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VIDEOS AND PODCASTS

Are Fixed-Income Investors Being Compensated for the Risks They Are Taking? 

Are Fixed-Income Investors Being Compensated for the Risks They Are Taking?

Maria Giraldo, Investment Strategist for Guggenheim Investments, joins Asset TV’s Fixed Income Masterclass.

Macro Markets Podcast 

Macro Markets Podcast Episode 60: Post-FOMC & Post-Election Analysis and Outlook

Steve Brown, Chief Investment Officer for Fixed Income, joins Macro Markets to discuss portfolio strategy and our outlook following the U.S. election and the Fed’s most recent rate cut.







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