Fed Cut Path Uncertainty | Bloomberg Real Yield 10/11/2024

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Sonali Basak highlights the market-moving news you need to know. On the show today, Merrill Bank of America Private Bank Head of Fixed Income Strategy for Chief Investment Office Matthew Diczok, Allspring Global Investments Chief Investment Strategist of Fixed Income George Bory, Axonic Capital Principal Peter Cecchini, Barings Head of Consumer ABS and CMBS Yulia Alekseeva

Chapters:
00:00:00 - Real Yield
00:03:05 - Rate Cut Expectations
00:05:32 - US 10-Year Yield Outlook
00:11:30 - Auction Block
00:13:01 - US High-Grade Sales on Pause
00:17:07 - Housing Market Issues
00:21:14 - The Week Ahead
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50 points in Sept was dumb. Diluted optionality going forward.

Personalfinance_