The Weekly Fix

The tables have turned


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In this week’s episode, hear Andrzej Skiba describe how a few economic data points and softer language from Chair Powell helped move yields back closer to 4.5%.

  • Concerns about over supply and peak rates have receded. 
  • We would argue that risks are balanced.
  • While the Fed may decide to raise rates again in December, we do see evidence of a slowdown.

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The Weekly FixBy RBC Global Asset Management (U.S.) Inc.