Here's your summary from Like Duration Over Next Few Quarters, Says Newton's Hoxha (https://www.youtube.com/watch?v=vi9ifFmhVjU) on the Bloomberg Television channel:
**TLDR:** Newton's Hoxha suggests that lower yields are likely in the next few quarters due to a softening global growth picture and the need for rate cuts.
1. Credit indicators suggest that monetary policy is already tight in Europe.
2. The global growth picture is softer than what is reflected in the markets, potentially leading to lower rates.
3. The economy may be slowing down more than consensus expectations, with a greater than 50% probability according to Hoxha.
#finance #tradfi #markets #stocks #stockmarket #bloomberg #macro