We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.
David Kelly, the Fed, interest rates
Interest Rate Policy