What a Fed Pivot Means for Fixed Income

Real Vision: Finance & Investing

Real Vision

News, Business News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 21 December 2023

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

🔥 SuperAI Singapore: Get 𝟮𝟬% 𝗢𝗙𝗙 tickets w/ the code REALVISION www.realvision.com/superai Join over 5,000 attendees for the largest AI event in Asia: SuperAI in Singapore, 5 to 6 June 2024. Edward Snowden, Benedict Evans, Balaji Srinivasan, and over 150 others will hit the stage, joining the industry's most influential to explore and unveil the next wave of transformative AI technologies. Singapore will become a vibrant AI hub for a week from 3 to 9 June, with over 150 side events that will make for unparalleled networking opportunities. Charles Schwab chief fixed-income strategist Kathy Jones joins Ash Bennington to discuss how fixed-income markets are now anticipating a Fed pivot next year as reflected in the dot plot and Powell's recent comments. With "higher for longer" no longer aligning with the Fed's stance, she shares her observations of and her 2024 outlook for the bond market. 😮 Get $100 off Brent Donnelly’s must-read daily macro letter am/FX using the special Real Vision discount code RV100 at https://rvtv.io/3NxvY5t 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision: rvtv.io/rvpod Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hi, I'm Braille Pal.
0:02.0	CEO and co-founder of Real Vision.
0:04.6	Alongside brilliant minds like Edward Snowden,
0:07.0	Benedict Evans and Bilage, I'll be on stage exploring the extraordinary potential of AI
0:12.4	and the profound change it represents, not just for
0:15.0	financial markets but also for the world as we know it. With over 5,000 attendees and over 150 side events, Singapore will become a vibrant hub for a full week from
0:26.7	the third to the 9th of June.
0:29.4	Visit super AI.com to register and join me with 20% off tickets with a code real vision.
0:36.7	Link in the description.
0:38.2	Thanks. Talk of a Fed pivot what does it mean for the bond market.
0:50.1	Welcome to Real Vision Daily Briefing.
0:51.8	It's Thursday, December 21, 2023.
0:54.5	I'm Ash Bennington.
0:55.7	Joined today by Kathy Jones, chief fixed income strategist
0:59.3	at Charles Schwab.
1:00.5	Kathy, welcome to the show. Oh, thanks for having me. Glad to be here.
1:04.3	Kathy, I was saying before we went live, how fortunate we are to have you with us on our
1:08.0	last live show of the year to talk about what's happening in bond markets, which are obviously
1:12.2	the center of the universe
1:13.6	and financial markets right now.
1:15.8	Look, we're at a 22-year high right now on interest rates.
1:19.2	Inflation is still too high, and yet we have talk right now that the Fed is going to begin this pivot.
	...

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