Fixed Income PMs on Positioning for a Generational Shift: High (But Moderating) Inflation
Matt Freund, Charles E. Carmody, Christian Brobst
February 22, 2022
The Fed’s rhetoric is at its peak but “when push comes to shove, the Fed is going to err on the side of moderation. “They’ve got a lot of work to do before we have to worry about whether they are going to be raising rates five, six or seven times in a row,” says our Fixed Income team.
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