Episodes
Tuesday Apr 09, 2024
The Fed decision: A look ahead with Jeff Moore
Tuesday Apr 09, 2024
Tuesday Apr 09, 2024
Today on the show, we welcome Portfolio Manager Jeff Moore. He brings his unique perspectives on what the market is expecting, scenarios you may want to plan for, and how he is positioning multi-sector fixed income portfolios for your clients. Jeff explains that the Federal Reserve's emphasis on "nowcasting" instead of forecasting suggests their confidence regarding current trends and perceived inflation control. Short term market reactions may be influenced by the Fed's projections, although longer term segments of the yield curve such as 10s and 30s will likely remain unaffected. Current yields are still perceived as a favourable entry point for bonds. This especially applies to government bonds as they offer compelling total yields amidst stable inflation expectations and present potential opportunities for investors.
Recorded on March 18th, 2024.
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