AAM’s Expectations for the Remainder of 2024

In this episode of the Portfolio Fix, Tim Senechalle and Elizabeth Henderson are joined by Marco Bravo. They discuss recent developments in the bond market, given the weaker than expected July employment report and discuss their expectations for the rest of the year. Is a recession forthcoming? What action do they anticipate from the Fed? Marco shares his perspective on potential Federal Reserve interest rate cuts, suggesting a September start but less aggressive than futures markets predict. The conversation covers the impact of treasury yield rallies on client accounts and the current approach to portfolio risk. 

This podcast was recorded August 6, 2024.

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