About this episode
Consumer exhaustion is kicking in, yields have come down, and the economy is beginning to show signs
of slowing.
Since outlining our three-themed bonds outlook, we’re finally getting an indication that it’s coming to
fruition. As we get ready to transition to phase 2 (“duration is your friend”), investors could embrace
longer duration on expectations that yields will fall further and the economy will continue slowing. Will
the headwinds that impacted bonds as yields rose become tailwinds when yields fall?
For all this and more, tune in to our new podcast episode.
