By James Cielinski, CFA
Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed-income markets.
Transcript
Jim Cielinski: So, the markets are certainly eager to price in a Goldilocks period. That just means there is little inflation, growth is slow to moderate but not decelerating, and there is hardly any volatility. But that stands, you know, on a knife edge, and it worked in the past because I think central banks were always there at the ready, always willing to really stimulate the