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Episode 63: Post-Inauguration/Post-FOMC Analysis—Into the Known Unknown
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The new administration has hit the ground running, the Fed held rates steady at its last policy meeting, and markets have been volatile. Matt Bush, our U.S. economist, and Evan Serdensky, Portfolio Manager on our Total Return team, join Macro Markets to discuss evolving economic and investing conditions, as well as recent A-.I.-related volatility.
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10 Macro Themes for 2025
10 trends that will shape credit markets in 2025.
Macro Markets Podcast Episode 62: 10 Macro Themes for 2025 (and a Quick Fed Update)
Patricia Zobel, Head of our Macroeconomic Research and Market Strategy Group joins Macro Markets to discuss our 10 Macro Themes likely to shape monetary policy and investment performance this year.
Listen to Macro Markets Episode
First Quarter 2025 Fixed-Income Sector Views
Entering 2025, bond yields remain attractive amid a resilient U.S. economy and uncertainty over policy shifts from the incoming administration. Learn where we’re finding value.
Read Fixed-Income Sector Views
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