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Timing The Fed Pivot To Rate Cuts
Manage episode 384310959 series 3411945
Host Roukaya Ibrahim talks to BCA Research’s Chief US Bond Strategist Ryan Swift about the outlook for the Treasury market. What is the labor market data signaling about the near-term outlook for bond yields? Are the 2024 rate cut expectations priced into bond markets reasonable? And what is the role of the supply of Treasury securities versus the role of macroeconomic conditions as a driver of bond yields?
50 episodes
Manage episode 384310959 series 3411945
Host Roukaya Ibrahim talks to BCA Research’s Chief US Bond Strategist Ryan Swift about the outlook for the Treasury market. What is the labor market data signaling about the near-term outlook for bond yields? Are the 2024 rate cut expectations priced into bond markets reasonable? And what is the role of the supply of Treasury securities versus the role of macroeconomic conditions as a driver of bond yields?
50 episodes
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