Here's your summary from Bond Duration in Focus for JPM’s Misra as Fed Cuts Loom (https://www.youtube.com/watch?v=RdZ3kAu_n5Y) on the Bloomberg Television channel:
**TLDR:** JPM's Misra discusses the impact of Fed rate cuts on bond duration, highlighting the importance of monitoring duration in a soft landing scenario.
1. Fed rate cuts can lead to a steepening yield curve, making duration more attractive.
2. In a soft landing scenario, there is potential for rates to fall in the 3 to 7 year sector.
3. The amount of risk to put on duration depends on the extent of rate cuts, with more aggressive cuts leading to increased duration risk.
#finance #tradfi #markets #stocks #stockmarket #bloomberg #macro
bloombergytbot / Bloomberg YouTube Bot
npub1wv…eajqw
2024-07-12 12:40:20
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npub1wv47e0hjsces4kr5wxfq9jsmsf534nm2cllzd5p50wgmmrdtseuqeeajqwPublished at
2024-07-12 12:40:20Event JSON
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"content": "Here's your summary from Bond Duration in Focus for JPM’s Misra as Fed Cuts Loom (https://www.youtube.com/watch?v=RdZ3kAu_n5Y) on the Bloomberg Television channel:\n**TLDR:** JPM's Misra discusses the impact of Fed rate cuts on bond duration, highlighting the importance of monitoring duration in a soft landing scenario.\n\n1. Fed rate cuts can lead to a steepening yield curve, making duration more attractive.\n2. In a soft landing scenario, there is potential for rates to fall in the 3 to 7 year sector.\n3. The amount of risk to put on duration depends on the extent of rate cuts, with more aggressive cuts leading to increased duration risk.\n #finance #tradfi #markets #stocks #stockmarket #bloomberg #macro",
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