Fixed Income Investment Outlook Q1 2025: Navigating New Fiscal Forces
2025-01-21 05:25:00 ET
Summary
- With inflation continuing to improve, the downward path of central bank rates remains on track, if uneven geographically given U.S. economic strength.
- The U.S. has consistently outpaced growth expectations in recent years, and while few believe that the country will experience recession, some anticipate downside risk to forecasts from here.
- Despite broadly narrow credit spreads, some areas continue to provide appealing relative value.
Overview
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