How soft would a soft landing be?
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 Published On Feb 27, 2024

While the Federal Reserve remains committed to reducing rates, it may not begin easing policy as soon as markets anticipate. How might that affect the forecast for fixed income? Tune in as David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Priya Misra, Portfolio Manager, Global Fixed Income, Currency & Commodities Group, discuss the latest opportunities for investors, stock-bond correlations, high-quality duration and more.

Timestamps:
(00:00) Introduction
(00:54) Macroeconomic backdrop
(1:52) U.S. economy view, growth and inflation
(6:26) Federal funds rate expectations
(11:18) High quality long duration
(14:20) Credit opportunities
(17:05) Outro

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