Today on the program, we’re joined by fixed income portfolio manager Jeff Moore. Jeff provides his insights on the fixed income markets for the short and long term, what’s moving the market, and where he sees inflation going at this point in time.  So is inflation under control right now? Jeff says inflation is falling, but we’re not getting back to two percent anytime soon. At this stage, the market is saying the Fed is behind pace, but is making progress. Jeff adds an analogy saying if we get to a blue or black ski run, that means something in the economy has broken - but right now, we’re on the green run. But what if something does break, and a recession happens, why do you want to be in bonds? Jeff suggests you’d love to be in bonds right now because of yields. We’re seeing the power of yield and compounding come to the forefront.  Jeff also touches upon China’s slow growth and opening and the European central banks latest moves. 

Recorded on July 27, 2023.

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