Sonali Basak highlights the market-moving news you need to know. Today's guests: Société Générale Head of US Rates Strategy Subadra Rajappa, Nuveen Head of Fixed Income Strategy Tony Rodriguez, and Goldman Sachs Chief Credit Strategist Lotfi Karoui.
Chapters:
00:00:00 - Real Yield opens
00:02:55 - Rajappa and Rodriguez on US Consumer Sentiment
00:05:23 - Rajappa: Still Value from Yield Perspective in Bond Market
00:06:40 - Rodriguez: Duration Is Not Driving Returns
00:07:34 - Rapjappa: Expecting Flatter Yield Curves
00:13:20 - Goldman’s Karoui on Credit Spread Forecast
00:15:44 - Karoui: Wouldn’t Buy Dip At These Levels
00:17:52 - Karoui: Would Be Underweight CCC Market
00:20:25 - What to Watch Next
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