Here's your summary from Bond Duration in Focus for JPM’s Misra as Fed Cuts Loom (https://www.youtube.com/watch?v=RdZ3kAu_n5Y) on the Bloomberg Television channel:

**TLDR:** JPM's Misra discusses the impact of Fed rate cuts on bond duration, highlighting the importance of monitoring duration in a soft landing scenario.

1. Fed rate cuts can lead to a steepening yield curve, making duration more attractive.

2. In a soft landing scenario, there is potential for rates to fall in the 3 to 7 year sector.

3. The amount of risk to put on duration depends on the extent of rate cuts, with more aggressive cuts leading to increased duration risk.

#finance #tradfi #markets #stocks #stockmarket #bloomberg #macro

Reply to this note

Please Login to reply.

Discussion

No replies yet.