#long-duration-assets

[ follow ]
#federal-reserve-policy #yield-curve #real-yields #inflation #interest-rate-forecasting
Retirement
from24/7 Wall St.
2 days ago

Markets Now Pricing in Rate Hikes Through 2027 as Fed Cut Expectations Evaporate

Market pricing has shifted from rate cuts to modest cumulative hikes through 2027, tightening real financial conditions and pressuring long-duration assets.
from24/7 Wall St.
2 months ago

Interest Rates Are Heading Down - These 3 Stocks Win Big When They Do

In my view, interest rates are more likely than not going to head lower over the course of 2026 and into 2027. I'm not saying we're due for a pandemic-like selloff, but I do think that weakness in the labor market is likely more protracted than the government data suggest. As such, I do think the makeup of the Federal Reserve, and which way many of its presidents and voting members lean (toward providing support for the labor market over battling inflation) could lead to much faster rate cuts than many think.
Retirement
[ Load more ]