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Warsh's Dot-Plot Pivot Recalibrates Duration Risk In Investment-Grade Bonds

Source: SeekingAlpha

2026-06-29 23:00:00 ET

A Surprising Turn in the Rate Outlook

Through the first half of 2026, the dominant expectation in fixed-income markets was that the Federal Reserve had finished its tightening cycle and that rate cuts would arrive in the back half of the year....

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Warsh's Dot-Plot Pivot Recalibrates Duration Risk In Investment-Grade Bonds
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